MONTHLY SNAPSHOT
Business overview
Your sales, costs, and cash at a glance.
Monthly profit & loss
Sales are grouped by order date.
Product purchases are shown as cash outflows, not expensed again here. RTO orders are excluded from sales totals.
Cash & owner funding
Actual settlements and money you put in.
Personal payments count as business expenses. Transfers into the business are recorded separately and are not sales.
Orders needing a quick look
Review payment types the sync could not identify.
WOOCOMMERCE
Orders
Order summaries only. Profit is reported at the business-month level.
Imported orders
Syncing again updates matching WooCommerce IDs without duplicates.
| Order | Date | Order status | Payment type | Amount | RTO |
|---|---|---|---|---|---|
| No orders imported for this month. | |||||
Razorpay checkout is identified from the WooCommerce payment gateway and confirmed payment. Personal UPI/manual prepaid, courier COD, and self-collected manual COD can be selected per order when needed.
BUSINESS COSTS
Expenses
Record what was spent and who paid for it.
Expense log
Ads, print marketing, products, packaging, software, and more.
| Date | Category | Description | Paid from | Amount | |
|---|---|---|---|---|---|
| No expenses recorded for this month. | |||||
COLLECTIONS & FUNDING
Cash & connections
Razorpay amounts sync directly. Other collections stay clearly separate.
Monthly shipping total
Enter one total from the Shiprocket passbook.
Owner contribution
Record money transferred into the business account.
CONNECTION STATUS
Sync connections
Credentials are stored on the server and never sent to the browser.
Settlement totals, fees, and tax are fetched from Razorpay's API. This app does not provide manual Razorpay entry fields.