How to Download Monthly Reports

Step-by-step guide to download your monthly financial documents — Order List and Settlement Overview — for your records or tax advisor.

Where to find it: Reports → Financial → Download Documents

Step 1: Open Financial Reports

Go to Reports → Financial
The Financial Reports page opens

Step 2: Select the Month

Choose the year (e.g. 2026)
Choose the month (e.g. Februar)
The report loads with the summary and order list for that period

Note: Only completed periods are available. The current month may not appear until it’s closed.

Step 3: Download Documents

Scroll to the Download Documents section
Click Download Documents (or the download button for each document)
Choose what to download:
- Order List — All orders in the month (Order No., Date, Payment, Net, Gross)
- Settlement Overview — Summary with totals, fees, VAT breakdown
The PDF is generated and downloaded to your device

What You Get

Document	Contents
Order List PDF	Every order in the month — Order No., Date, Payment method, Net, Gross
Settlement Overview PDF	Total sales, Menuella fee, transaction fees, canceled orders, VAT breakdown

When to Download

Month-end — Download at the end of each month for your records
Tax time — Share with your accountant or tax advisor
Backup — Keep copies for your own filing

You can download for any completed month — go back and get past months anytime. Connect your tax advisor in Settings → Connect Tax Advisor — they get secure access without you emailing files. See How to Add a Tax Advisor.

Download Order List and Settlement Overview together at month-end — complete set for your accountant. Save PDFs with a clear filename (e.g. Menuella_Februar_2026_OrderList.pdf). Match the same date range when comparing to your POS or bank — consistency avoids confusion.