video1.0<iframe src="https://www.loom.com/embed/58ad5c0bb03543a290b647cde60a797a" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/58ad5c0bb03543a290b647cde60a797a-3c578fb76b61483c.gif394.801This Loom walks through the Financials tab in Rotor, focusing on the Invoices section and what you can do with invoice data. It explains that invoices are listed whether they were created for customer payments, attached to jobs, or auto-paid, and that you can filter for overdue, partially paid, sent but not paid, or paid to find what needs attention or to export data. The export includes details like job and customer, frequency, technicians, plan seller, status, last payment date, subtotal, tax, tips, gross collected, processing fees, net amount, refunds, and line items plus payment method. It also covers a tax report overview, a Payments tab for failed payments that remain until reviewed, a tip report export, and a Payouts tab for Stripe Connect showing when payouts were sent and an Instant Payout option (with about a 1.5% chance to be available) for faster transfers.