Best practices: month end
A short month-end routine to keep your numbers reliable before they're used to make decisions.
- Check the payment reconciliation panel — see Check your payments.
- Look for completed orders with no profit entered — see Record the profit on a sale.
- Generate your monthly report to keep a record — see Generate a report.
- Check your usage before a quota gets hit partway through next month — see Track your usage.
If it's still not working
Contact us on WhatsAppLast updated: 2026-09-02
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