How do I export financial or VAT reports?

Billing / Financial Report
Reports >> Exports >> Select Type: "Finance"

• Filter by date range and location.
• Export as CSV.

Settlement Report (Paystack)
Accounts >> Settlements

Shows when card payments were settled to your bank account.

Debit Batch Reports
Accounts >> Debit Orders

Shows all debit batches, their amounts, and the invoice status.

VAT / Tax Compliance (Germany)
In Germany, invoices cannot be deleted because sequential invoice numbering is required by tax law. Instead, Octiv uses a 'void' (storniert) status to cancel an invoice without removing it. A voided invoice does not count as revenue and does not need to be paid.

To void an invoice: Accounts >> Invoices >> [Invoice] >> Actions >> Void

Trainer / Coach Report
To see how many sessions and classes a trainer has given: Reports >> Attendance >> Trainer >> filter by time or location

A payroll estimate can also be viewed if trainer rates have been added to the staff profile.