Practice documents and copies

Print who owes you, this period, and the kit list as branded PDFs. CSV is there if you need Excel or are leaving.

3 minute read

The sheets you would have printed

Reports → Download PDF for Who owes you, this period, and the asset register. Assets also has Download PDF on the live list.

Home already shows outstanding and cash in and out this month. The PDF is the file copy of that picture — not a tax return.

Excel, leaving, and the job files

Need this in Excel? CSV on Reports covers invoices, payments, expenses, clients, jobs, and assets — including archived. That is the dump, not the stationery.

Documents live on the engagement. Download one file, or Download all as ZIP on that job. There is not yet a single ZIP of the whole practice.

If you stop paying

Writing may lock after grace. Settings stays open. Nothing is deleted. Take the PDFs and CSVs while you can still open Reports, or write to practice@fayvad.com.

Making it easy to leave is how you should trust staying.