Finances overview

The Finances screen pulls together the money side of your business so you always know where you stand — without a spreadsheet or a shoebox of receipts.

The Finances screen: an Income section split into Quotes and Invoices (each showing total, received and outstanding, with VAT-exclusive figures), an Expenses section by this week / this month / total, and an estimated Net Profit — with a note that figures are estimates to verify with an accountant. — The Finances screen — income from quotes and invoices, expenses, and an estimated net profit.

What it shows you

Income — split into Quotes and Invoices, each showing the total, what’s been received and what’s outstanding (with VAT-exclusive figures too).
Outstanding — what you’re still owed, including anything overdue.
Expenses — what you’ve spent, broken down by this week / this month / total.
Estimated net profit — income minus expenses, at a glance.

Because your quotes, invoices, receipts and jobs all feed in automatically, this picture stays current on its own.

Where the numbers come from

Finances isn’t something you fill in separately — it’s the sum of what you already do in BizzyDay:

Send an invoice → it counts towards income and outstanding.
Mark it paid → it moves from outstanding to received.
Log a receipt or expense → it counts against your costs.
Add mileage → your travel costs are captured for tax.

Using it well

Check outstanding regularly — spot who’s slow to pay and let debt chasing handle the follow-up.
Keep receipts logged so your costs (and therefore your real profit) are accurate.
Export when you need to — hand clean figures to your accountant with Export & sync.