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Billing, Sales & P&L
Merchant Sep 1, 2026

How do I download a sales or P&L PDF?

Export a sales report or a profit-and-loss PDF from Portal. Tax is treated as pass-through on P&L.

Sales PDFs summarize orders for a date range. P&L nets sales against expenses and treats collected tax as pass-through, not profit.

  1. Open Commerce reports in Portal.
  2. Choose Sales or P&L, then set the from and to dates.
  3. Run the report and confirm totals match the on-screen ledger.
  4. Download the PDF. Share it with your accountant as-is — line items already include coupon and loyalty effects on orders.
  5. If a day looks light, check that expenses for that period were logged and that unpaid drafts are not in the sales set.