How to follow sales and profitability per customer

What is it for?

The Management app has three screens to follow sales: Sales yearly evolution (the total for each month), Customer invoices (what was sold to each customer) and Profitability per client (how much each customer yields, compared with the hours spent on them).

All of them show amounts excluding VAT.

When to use it?

• At the end of the month, to see how much was sold and compare with the previous month.
• To find out which customers buy the most.
• To find out whether a services customer pays for the hours spent on them.
• Do not use these screens for the VAT payable: for that, see What the Management panel shows.

Where to find it?

Management › Customers and sales and, there, Sales yearly evolution, Customer invoices or Profitability per client.

Before you start

Your profile is Management, which has the Management app. The steps were done with this profile, in Empresa Demonstração, Lda, on 1 November 2026.

How to use it

1. Open Management › Customers and sales › Sales yearly evolution. It opens on the current year, with one line per year.
2. Click the arrow on the 2026 line to see the months. For each month you see the Documents, the Quantity and the Vendas líquidas (net sales).
3. To compare years, use Month, Quarter and Year, the list of years and Compare with previous period. Export PDF and Export save what is on the screen.
4. Open Management › Customers and sales › Customer invoices. The list opens with the This month filter: remove it, by clicking the ×, to see all of them.
5. Click Pivot, in the view buttons, and group by Customer (Filters › Group By › Customer). Each line is a customer, with the Untaxed Amount.
6. Open Management › Customers and sales › Profitability per client. Each customer has the Hours, the Cost of the hours, the Fees invoiced and the Margin, month by month, and a Total.

Expected result

In the example:

• Yearly evolution: 2026 has 41 documents and €38,393.00 of net sales, with €120.00 in November.
• Customer invoices by customer: the total is €38,993.00. The difference from the €38,393.00 of the evolution is €600.00 from a credit note: the evolution deducts credit notes and the invoice list, with the Faturas ou Recibos (invoices or receipts) filter, does not count them.
• Profitability per client: Padaria Aurora, Lda has 11.50 hours, €322.00 of cost, €383.60 of fees and €61.60 of margin. In June the margin is negative (−€168.00): there were 6 hours and no invoice that month.

Important notes

• Profitability is hours against fees, not the margin on products sold. The cost comes from the project timesheets and the fees are invoices minus credit notes, excluding VAT.
• Only customers with hours or fees in that month appear. In the example, only Padaria Aurora has its own line, although other customers have invoices. Hours with no customer go on the None line.
• The figures change with the date. A month only counts documents already issued.

Common problems

Customer invoices says “Ainda não emitiu faturas”

• Cause: the This month filter is active and the month has no invoices yet (in months without invoices, the list opens empty with the message “Ainda não emitiu faturas”, you have not issued invoices yet).
• What to do: remove the This month filter. The message “Without invoices there is no VAT to settle and nothing to receive.” refers only to what the list shows.