Reports, large downloads and erasing a customer

Where the reports are

• Supplier: Supplier console → Orders → Reports (you see this view when you own the business or hold its finance role).
• Reseller who takes the payments himself: Store console → Money, below “Download records”.

A short period: Download records

Choose From and To and press Download records — a spreadsheet (CSV) of every money record of your business in that period, made at once.

A long period: Large downloads

For a longer period (up to a year) or a bigger list, use Large downloads: choose What — Money records, Orders, Invoices and credit notes or Stock movements — and the period, then press Prepare the file.

• The file is made in the background, usually within a few minutes; the list shows Waiting, Being prepared, then Ready with Download and the date it is kept until.
• It includes only what existed at the moment you asked (nothing added later slips in).
• It is kept 7 days, then it is gone (ask for the same period again).
• Only you and your finance helpers can download it — checked again at every download; there is no public link.
• Asking for the same period again while it is waiting or ready gives you the same file. Three files can be prepared at once for one business.
• A period with more than 5,00,000 rows is not made — choose a shorter period.

Your monthly tax reports (suppliers)

Under Reports you see how many invoices your site issued this month: the tax-return screens cover up to 5,000 invoices a month. Above that, the GST report screen does not cut the month short: it prepares a full list of that period's invoices and credit notes as a large download instead, and says so.

Sales by reseller (suppliers)

Confirmed orders per reseller and the goods billed, for a period, with Download as spreadsheet.

Erasing a customer's details (a reseller who sells himself)

When a customer asks to be forgotten: Customers → Erase details on that customer, type the customer's name exactly and press Erase this customer's details.

• Their name, phone number and e-mail are removed from your customers, and every sign-in and order link they hold stops working. This cannot be undone.
• Invoices already issued are kept exactly as they are, as the law asks.
• It is possible only when nothing of that customer is unfinished: no checkout, order, return or refund still open.
• Only the owner of the business that sells in the store sees this button.