BQBizQuote Pro
Reports · 4 min read
Read your reports to improve cash flow
A simple way to use quoted, invoiced, paid, outstanding, and expense numbers to decide what to follow up next.
July 5, 2026Compare quoted work to paid work.
Use outstanding balances as a follow-up list.
Review expenses before pricing the next job.
Separate activity from cash
A busy month can still have weak cash flow if many invoices remain unpaid. Compare quotations, invoices, paid totals, and outstanding balances to see what is moving and what is stuck.
This helps you decide whether the next action is selling, invoicing, or following up.
Use outstanding invoices as a work queue
Outstanding balances should drive reminders and payment conversations. A report is most useful when it turns into a clear next action.
If manual payment proof is waiting for reconciliation, handle that before sending another reminder.
Let expenses inform pricing
Review costs and expenses regularly so quotes reflect the real cost of delivery. Better pricing decisions start with better visibility.
Quick checklist
- Paid totals are reviewed weekly
- Outstanding invoices have follow-up actions
- Payment proof is reconciled
- Expenses are updated
- Low-margin work is reviewed before quoting again