diff --git a/app/DataMapper/Tax/BaseRule.php b/app/DataMapper/Tax/BaseRule.php
index 1c154e6035d1..bf8481b1faaf 100644
--- a/app/DataMapper/Tax/BaseRule.php
+++ b/app/DataMapper/Tax/BaseRule.php
@@ -15,6 +15,7 @@ use App\Models\Client;
 use App\Models\Invoice;
 use App\Models\Product;
 use App\DataMapper\Tax\ZipTax\Response;
+use App\DataProviders\USStates;
 
 class BaseRule implements RuleInterface
 {
@@ -116,7 +117,7 @@ class BaseRule implements RuleInterface
 
     protected ?Client $client;
 
-    protected ?Response $tax_data;
+    public ?Response $tax_data;
 
     public mixed $invoice;
     
@@ -129,29 +130,42 @@ class BaseRule implements RuleInterface
         return $this;
     }
 
-    public function setInvoice(mixed $invoice): self
+    public function setEntity(mixed $invoice): self
     {
         $this->invoice = $invoice;
-        
-        $this->configTaxData();
 
         $this->client = $invoice->client;
 
+        $this->configTaxData()
+             ->resolveRegions();
+
         $this->tax_data = new Response($this->invoice->tax_data);
 
-        $this->resolveRegions();
-
-
         return $this;
     }
 
     private function configTaxData(): self
     {
+
+        if(!array_key_exists($this->client->country->iso_3166_2, $this->region_codes)) {
+            throw new \Exception('Automatic tax calculations not supported for this country');
+        }
+
+        $this->client_region = $this->region_codes[$this->client->country->iso_3166_2];
+
         if($this->invoice->tax_data && $this->invoice->status_id > 1)
             return $this;
 
         //determine if we are taxing locally or if we are taxing globally
-        // $this->invoice->tax_data = $this->invoice->client->tax_data;
+        $this->invoice->tax_data = $this->invoice->client->tax_data ?: new Response([]);
+
+        if(strlen($this->invoice->tax_data?->originDestination) == 0 && $this->client->company->tax_data->seller_subregion != $this->client_subregion) {
+            $tax_data = $this->invoice->tax_data; 
+            $tax_data->originDestination = "D";
+            $tax_data->geoState = $this->client_subregion;
+            $this->invoice->tax_data = $tax_data;
+            $this->invoice->saveQuietly();
+        }
 
         return $this;
     }
@@ -160,20 +174,25 @@ class BaseRule implements RuleInterface
     private function resolveRegions(): self
     {
 
-        if(!array_key_exists($this->client->country->iso_3166_2, $this->region_codes))
-            throw new \Exception('Automatic tax calculations not supported for this country');
-
-        $this->client_region = $this->region_codes[$this->client->country->iso_3166_2];
-
         match($this->client_region){
-            'US' => $this->client_subregion = $this->tax_data->geoState,
+            'US' => $this->client_subregion = strlen($this->invoice?->tax_data?->geoState) > 1 ? $this->invoice?->tax_data?->geoState : $this->getUSState(),
             'EU' => $this->client_subregion = $this->client->country->iso_3166_2,
+            'AU' => $this->client_subregion = 'AU',
             default => $this->client_subregion = $this->client->country->iso_3166_2,
         };
     
         return $this;
     }
 
+    private function getUSState(): string
+    {
+        try {
+            return USStates::getState(strlen($this->client->postal_code) > 1 ? $this->client->postal_code : $this->client->shipping_postal_code);
+        } catch (\Exception $e) {
+            return $this->client->company->country()->iso_3166_2 == 'US' ? $this->client->company->tax_data->seller_subregion : 'CA';
+        }
+    }
+
     public function isTaxableRegion(): bool
     {
         return $this->client->company->tax_data->regions->{$this->client_region}->tax_all_subregions || $this->client->company->tax_data->regions->{$this->client_region}->subregions->{$this->client_subregion}->apply_tax;
diff --git a/app/DataMapper/Tax/US/Rule.php b/app/DataMapper/Tax/US/Rule.php
index 4b2789becba7..11b08ce41f81 100644
--- a/app/DataMapper/Tax/US/Rule.php
+++ b/app/DataMapper/Tax/US/Rule.php
@@ -143,10 +143,29 @@ class Rule extends BaseRule implements RuleInterface
      */
     public function default(): self
     {
-                
+
+        if($this->tax_data?->stateSalesTax == 0) {
+
+            if($this->tax_data->originDestination == "O"){
+                $tax_region = $this->client->company->tax_data->seller_subregion;
+                $this->tax_rate1 = $this->invoice->client->company->tax_data->regions->US->subregions->{$tax_region}->tax_rate;
+                $this->tax_name1 = "{$this->tax_data->geoState} Sales Tax";
+            } else {
+                $this->tax_rate1 = $this->invoice->client->company->tax_data->regions->{$this->client_region}->subregions->{$this->client_subregion}->tax_rate;
+                $this->tax_name1 = $this->invoice->client->company->tax_data->regions->{$this->client_region}->subregions->{$this->client_subregion}->tax_name;
+
+                if($this->client_region == 'US')
+                    $this->tax_name1 = "{$this->client_subregion} ".$this->tax_name1;
+
+            }
+
+            return $this;
+        }
+
         $this->tax_rate1 = $this->tax_data->taxSales * 100;
         $this->tax_name1 = "{$this->tax_data->geoState} Sales Tax";
 
+
         return $this;
     }
     
diff --git a/app/DataProviders/USStates.php b/app/DataProviders/USStates.php
index 265574aab2a9..d973bfe5f4e7 100644
--- a/app/DataProviders/USStates.php
+++ b/app/DataProviders/USStates.php
@@ -12,6 +12,8 @@
 
 namespace App\DataProviders;
 
+use Illuminate\Support\Facades\Http;
+
 class USStates
 {
     protected static array $states = [
@@ -33866,11 +33868,146 @@ class USStates
         return self::$states;
     }
 
-    public static function getState(string $zip): string
+    public static function getState(?string $zip = '90210'): string
     {
         if(isset(self::$zip_code_map[$zip]))
             return self::$zip_code_map[$zip];
 
+        $prefix_state = self::getStateFromThreeDigitPrefix($zip);
+
+        if($prefix_state)
+            return $prefix_state;
+
+        $zippo_response = self::getStateFromZippo($zip);
+
+        if($zippo_response)
+            return $zippo_response;
+
         throw new \Exception('Zip code not found');
     }
+
+    /*
+    {
+    "post code": "90210",
+    "country": "United States",
+    "country abbreviation": "US",
+    "places": [
+            {
+                "place name": "Beverly Hills",
+                "longitude": "-118.4065",
+                "state": "California",
+                "state abbreviation": "CA",
+                "latitude": "34.0901"
+            }
+        ]
+    }
+    */
+    public static function getStateFromZippo($zip): mixed
+    {
+
+        $response = Http::get("https://api.zippopotam.us/us/{$zip}");
+
+        if($response->failed())
+            return false;
+
+        $data = $response->object();
+
+        if(isset($data->places[0])) {
+            return $data->places[0]->{'state abbreviation'};
+        }
+
+        return false;
+        
+    }
+
+    public static function getStateFromThreeDigitPrefix($zip): mixed
+    {
+
+    /* 000 to 999 */
+        $zip_by_state = [
+        '--', '--', '--', '--', '--', 'NY', 'PR', 'PR', 'VI', 'PR', 'MA', 'MA', 'MA',
+        'MA', 'MA', 'MA', 'MA', 'MA', 'MA', 'MA', 'MA', 'MA', 'MA', 'MA', 'MA', 'MA',
+        'MA', 'MA', 'RI', 'RI', 'NH', 'NH', 'NH', 'NH', 'NH', 'NH', 'NH', 'NH', 'NH',
+        'ME', 'ME', 'ME', 'ME', 'ME', 'ME', 'ME', 'ME', 'ME', 'ME', 'ME', 'VT', 'VT',
+        'VT', 'VT', 'VT', 'MA', 'VT', 'VT', 'VT', 'VT', 'CT', 'CT', 'CT', 'CT', 'CT',
+        'CT', 'CT', 'CT', 'CT', 'CT', 'NJ', 'NJ', 'NJ', 'NJ', 'NJ', 'NJ', 'NJ', 'NJ',
+        'NJ', 'NJ', 'NJ', 'NJ', 'NJ', 'NJ', 'NJ', 'NJ', 'NJ', 'NJ', 'NJ', 'NJ', 'AE',
+        'AE', 'AE', 'AE', 'AE', 'AE', 'AE', 'AE', 'AE', '--', 'NY', 'NY', 'NY', 'NY',
+        'NY', 'NY', 'NY', 'NY', 'NY', 'NY', 'NY', 'NY', 'NY', 'NY', 'NY', 'NY', 'NY',
+        'NY', 'NY', 'NY', 'NY', 'NY', 'NY', 'NY', 'NY', 'NY', 'NY', 'NY', 'NY', 'NY',
+        'NY', 'NY', 'NY', 'NY', 'NY', 'NY', 'NY', 'NY', 'NY', 'NY', 'NY', 'NY', 'NY',
+        'NY', 'NY', 'NY', 'NY', 'NY', 'NY', 'NY', 'PA', 'PA', 'PA', 'PA', 'PA', 'PA',
+        'PA', 'PA', 'PA', 'PA', 'PA', 'PA', 'PA', 'PA', 'PA', 'PA', 'PA', 'PA', 'PA',
+        'PA', 'PA', 'PA', 'PA', 'PA', 'PA', 'PA', 'PA', 'PA', 'PA', 'PA', 'PA', 'PA',
+        'PA', 'PA', 'PA', 'PA', 'PA', 'PA', 'PA', 'PA', 'PA', 'PA', '--', 'PA', 'PA',
+        'PA', 'PA', 'DE', 'DE', 'DE', 'DC', 'VA', 'DC', 'DC', 'DC', 'DC', 'MD', 'MD',
+        'MD', 'MD', 'MD', 'MD', 'MD', '--', 'MD', 'MD', 'MD', 'MD', 'MD', 'MD', 'VA',
+        'VA', 'VA', 'VA', 'VA', 'VA', 'VA', 'VA', 'VA', 'VA', 'VA', 'VA', 'VA', 'VA',
+        'VA', 'VA', 'VA', 'VA', 'VA', 'VA', 'VA', 'VA', 'VA', 'VA', 'VA', 'VA', 'VA',
+        'WV', 'WV', 'WV', 'WV', 'WV', 'WV', 'WV', 'WV', 'WV', 'WV', 'WV', 'WV', 'WV',
+        'WV', 'WV', 'WV', 'WV', 'WV', 'WV', 'WV', 'WV', 'WV', '--', 'NC', 'NC', 'NC',
+        'NC', 'NC', 'NC', 'NC', 'NC', 'NC', 'NC', 'NC', 'NC', 'NC', 'NC', 'NC', 'NC',
+        'NC', 'NC', 'NC', 'NC', 'SC', 'SC', 'SC', 'SC', 'SC', 'SC', 'SC', 'SC', 'SC',
+        'SC', 'GA', 'GA', 'GA', 'GA', 'GA', 'GA', 'GA', 'GA', 'GA', 'GA', 'GA', 'GA',
+        'GA', 'GA', 'GA', 'GA', 'GA', 'GA', 'GA', 'GA', 'FL', 'FL', 'FL', 'FL', 'FL',
+        'FL', 'FL', 'FL', 'FL', 'FL', 'FL', 'FL', 'FL', 'FL', 'FL', 'FL', 'FL', 'FL',
+        'FL', 'FL', 'AA', 'FL', 'FL', '--', 'FL', '--', 'FL', 'FL', '--', 'FL', 'AL',
+        'AL', 'AL', '--', 'AL', 'AL', 'AL', 'AL', 'AL', 'AL', 'AL', 'AL', 'AL', 'AL',
+        'AL', 'AL', 'AL', 'AL', 'AL', 'AL', 'TN', 'TN', 'TN', 'TN', 'TN', 'TN', 'TN',
+        'TN', 'TN', 'TN', 'TN', 'TN', 'TN', 'TN', 'TN', 'TN', 'MS', 'MS', 'MS', 'MS',
+        'MS', 'MS', 'MS', 'MS', 'MS', 'MS', 'MS', 'MS', 'GA', '--', 'KY', 'KY', 'KY',
+        'KY', 'KY', 'KY', 'KY', 'KY', 'KY', 'KY', 'KY', 'KY', 'KY', 'KY', 'KY', 'KY',
+        'KY', 'KY', 'KY', '--', 'KY', 'KY', 'KY', 'KY', 'KY', 'KY', 'KY', 'KY', '--',
+        '--', 'OH', 'OH', 'OH', 'OH', 'OH', 'OH', 'OH', 'OH', 'OH', 'OH', 'OH', 'OH',
+        'OH', 'OH', 'OH', 'OH', 'OH', 'OH', 'OH', 'OH', 'OH', 'OH', 'OH', 'OH', 'OH',
+        'OH', 'OH', 'OH', 'OH', '--', 'IN', 'IN', 'IN', 'IN', 'IN', 'IN', 'IN', 'IN',
+        'IN', 'IN', 'IN', 'IN', 'IN', 'IN', 'IN', 'IN', 'IN', 'IN', 'IN', 'IN', 'MI',
+        'MI', 'MI', 'MI', 'MI', 'MI', 'MI', 'MI', 'MI', 'MI', 'MI', 'MI', 'MI', 'MI',
+        'MI', 'MI', 'MI', 'MI', 'MI', 'MI', 'IA', 'IA', 'IA', 'IA', 'IA', 'IA', 'IA',
+        'IA', 'IA', '--', 'IA', 'IA', 'IA', 'IA', 'IA', 'IA', 'IA', '--', '--', '--',
+        'IA', 'IA', 'IA', 'IA', 'IA', 'IA', 'IA', 'IA', 'IA', '--', 'WI', 'WI', 'WI',
+        '--', 'WI', 'WI', '--', 'WI', 'WI', 'WI', 'WI', 'WI', 'WI', 'WI', 'WI', 'WI',
+        'WI', 'WI', 'WI', 'WI', 'MN', 'MN', '--', 'MN', 'MN', 'MN', 'MN', 'MN', 'MN',
+        'MN', 'MN', 'MN', 'MN', 'MN', 'MN', 'MN', 'MN', 'MN', '--', 'DC', 'SD', 'SD',
+        'SD', 'SD', 'SD', 'SD', 'SD', 'SD', '--', '--', 'ND', 'ND', 'ND', 'ND', 'ND',
+        'ND', 'ND', 'ND', 'ND', '--', 'MT', 'MT', 'MT', 'MT', 'MT', 'MT', 'MT', 'MT',
+        'MT', 'MT', 'IL', 'IL', 'IL', 'IL', 'IL', 'IL', 'IL', 'IL', 'IL', 'IL', 'IL',
+        'IL', 'IL', 'IL', 'IL', 'IL', 'IL', 'IL', 'IL', 'IL', 'IL', '--', 'IL', 'IL',
+        'IL', 'IL', 'IL', 'IL', 'IL', 'IL', 'MO', 'MO', '--', 'MO', 'MO', 'MO', 'MO',
+        'MO', 'MO', 'MO', 'MO', 'MO', '--', '--', 'MO', 'MO', 'MO', 'MO', 'MO', '--',
+        'MO', 'MO', 'MO', 'MO', 'MO', 'MO', 'MO', 'MO', 'MO', '--', 'KS', 'KS', 'KS',
+        '--', 'KS', 'KS', 'KS', 'KS', 'KS', 'KS', 'KS', 'KS', 'KS', 'KS', 'KS', 'KS',
+        'KS', 'KS', 'KS', 'KS', 'NE', 'NE', '--', 'NE', 'NE', 'NE', 'NE', 'NE', 'NE',
+        'NE', 'NE', 'NE', 'NE', 'NE', '--', '--', '--', '--', '--', '--', 'LA', 'LA',
+        '--', 'LA', 'LA', 'LA', 'LA', 'LA', 'LA', '--', 'LA', 'LA', 'LA', 'LA', 'LA',
+        '--', 'AR', 'AR', 'AR', 'AR', 'AR', 'AR', 'AR', 'AR', 'AR', 'AR', 'AR', 'AR',
+        'AR', 'AR', 'OK', 'OK', '--', 'TX', 'OK', 'OK', 'OK', 'OK', 'OK', 'OK', 'OK',
+        'OK', '--', 'OK', 'OK', 'OK', 'OK', 'OK', 'OK', 'OK', 'TX', 'TX', 'TX', 'TX',
+        'TX', 'TX', 'TX', 'TX', 'TX', 'TX', 'TX', 'TX', 'TX', 'TX', 'TX', 'TX', 'TX',
+        'TX', 'TX', 'TX', 'TX', 'TX', 'TX', 'TX', 'TX', 'TX', 'TX', 'TX', 'TX', 'TX',
+        'TX', 'TX', 'TX', 'TX', 'TX', 'TX', 'TX', 'TX', 'TX', 'TX', 'TX', 'TX', 'TX',
+        'TX', 'TX', 'TX', 'TX', 'TX', 'TX', 'TX', 'CO', 'CO', 'CO', 'CO', 'CO', 'CO',
+        'CO', 'CO', 'CO', 'CO', 'CO', 'CO', 'CO', 'CO', 'CO', 'CO', 'CO', '--', '--',
+        '--', 'WY', 'WY', 'WY', 'WY', 'WY', 'WY', 'WY', 'WY', 'WY', 'WY', 'WY', 'WY',
+        'ID', 'ID', 'ID', 'ID', 'ID', 'ID', 'ID', '--', 'UT', 'UT', '--', 'UT', 'UT',
+        'UT', 'UT', 'UT', '--', '--', 'AZ', 'AZ', 'AZ', 'AZ', '--', 'AZ', 'AZ', 'AZ',
+        '--', 'AZ', 'AZ', '--', '--', 'AZ', 'AZ', 'AZ', '--', '--', '--', '--', 'NM',
+        'NM', '--', 'NM', 'NM', 'NM', '--', 'NM', 'NM', 'NM', 'NM', 'NM', 'NM', 'NM',
+        'NM', 'NM', '--', '--', '--', '--', 'NV', 'NV', '--', 'NV', 'NV', 'NV', '--',
+        'NV', 'NV', '--', 'CA', 'CA', 'CA', 'CA', 'CA', 'CA', 'CA', 'CA', 'CA', '--',
+        'CA', 'CA', 'CA', 'CA', 'CA', 'CA', 'CA', 'CA', 'CA', 'CA', 'CA', 'CA', 'CA',
+        'CA', 'CA', 'CA', 'CA', 'CA', 'CA', '--', 'CA', 'CA', 'CA', 'CA', 'CA', 'CA',
+        'CA', 'CA', 'CA', 'CA', 'CA', 'CA', 'CA', 'CA', 'CA', 'CA', 'CA', 'CA', 'CA',
+        'CA', 'CA', 'CA', 'CA', 'CA', 'CA', 'CA', 'CA', 'CA', 'CA', 'CA', 'CA', 'CA',
+        'AP', 'AP', 'AP', 'AP', 'AP', 'HI', 'HI', 'GU', 'OR', 'OR', 'OR', 'OR', 'OR',
+        'OR', 'OR', 'OR', 'OR', 'OR', 'WA', 'WA', 'WA', 'WA', 'WA', 'WA', 'WA', '--',
+        'WA', 'WA', 'WA', 'WA', 'WA', 'WA', 'WA', 'AK', 'AK', 'AK', 'AK', 'AK'
+        ];
+
+        $prefix = substr($zip, 0, 3);
+        $index = intval($prefix);
+         /* converts prefix to integer */
+        return $zip_by_state[$index] == "--" ? false : $zip_by_state[$index];
+
+    }
 }
diff --git a/app/Export/CSV/BaseExport.php b/app/Export/CSV/BaseExport.php
index 1c0a0294e42e..65b3bd50b363 100644
--- a/app/Export/CSV/BaseExport.php
+++ b/app/Export/CSV/BaseExport.php
@@ -12,8 +12,10 @@
 namespace App\Export\CSV;
 
 use App\Models\Client;
-use App\Utils\Traits\MakesHash;
+use App\Models\Invoice;
 use Illuminate\Support\Carbon;
+use App\Utils\Traits\MakesHash;
+use Illuminate\Database\Eloquent\Builder;
 
 class BaseExport
 {
@@ -46,6 +48,60 @@ class BaseExport
         return $query;
     }
 
+    protected function addInvoiceStatusFilter($query, $status): Builder
+    {
+
+        $status_parameters = explode(',', $status);
+        
+
+        if(in_array('all', $status_parameters))
+            return $query;
+
+        $query->where(function ($nested) use ($status_parameters) {
+
+            $invoice_filters = [];
+
+            if (in_array('draft', $status_parameters)) {
+                $invoice_filters[] = Invoice::STATUS_DRAFT;
+            }
+
+            if (in_array('sent', $status_parameters)) {
+                $invoice_filters[] = Invoice::STATUS_SENT;
+            }
+
+            if (in_array('paid', $status_parameters)) {
+                $invoice_filters[] = Invoice::STATUS_PAID;
+            }
+
+            if (in_array('unpaid', $status_parameters)) {
+                $invoice_filters[] = Invoice::STATUS_SENT;
+                $invoice_filters[] = Invoice::STATUS_PARTIAL;
+            }
+
+            if (count($invoice_filters) > 0) {
+                $nested->whereIn('status_id', $invoice_filters);
+            }
+                                
+            if (in_array('overdue', $status_parameters)) {
+                $nested->orWhereIn('status_id', [Invoice::STATUS_SENT, Invoice::STATUS_PARTIAL])
+                                ->where('due_date', '<', Carbon::now())
+                                ->orWhere('partial_due_date', '<', Carbon::now());
+            }
+
+            if(in_array('viewed', $status_parameters)){
+                
+                $nested->whereHas('invitations', function ($q){
+                    $q->whereNotNull('viewed_date')->whereNotNull('deleted_at');
+                });
+
+            }
+                
+            
+        });
+
+        return $query;
+    }
+
     protected function addDateRange($query)
     {
         $date_range = $this->input['date_range'];
diff --git a/app/Export/CSV/InvoiceExport.php b/app/Export/CSV/InvoiceExport.php
index 750cbd5f60e8..2141358fa134 100644
--- a/app/Export/CSV/InvoiceExport.php
+++ b/app/Export/CSV/InvoiceExport.php
@@ -11,13 +11,15 @@
 
 namespace App\Export\CSV;
 
-use App\Libraries\MultiDB;
+use App\Utils\Ninja;
+use App\Utils\Number;
+use League\Csv\Writer;
 use App\Models\Company;
 use App\Models\Invoice;
-use App\Transformers\InvoiceTransformer;
-use App\Utils\Ninja;
+use App\Libraries\MultiDB;
+use App\Export\CSV\BaseExport;
 use Illuminate\Support\Facades\App;
-use League\Csv\Writer;
+use App\Transformers\InvoiceTransformer;
 
 class InvoiceExport extends BaseExport
 {
@@ -63,6 +65,10 @@ class InvoiceExport extends BaseExport
         'terms' => 'terms',
         'total_taxes' => 'total_taxes',
         'currency_id' => 'currency_id',
+        'payment_number' => 'payment_number',
+        'payment_date' => 'payment_date',
+        'payment_amount' => 'payment_amount',
+        'method' => 'method',
     ];
 
     private array $decorate_keys = [
@@ -107,6 +113,10 @@ class InvoiceExport extends BaseExport
 
         $query = $this->addDateRange($query);
 
+        if(isset($this->input['status'])){
+            $query = $this->addInvoiceStatusFilter($query, $this->input['status']);
+        }
+
         $query->cursor()
             ->each(function ($invoice) {
                 $this->csv->insertOne($this->buildRow($invoice));
@@ -151,7 +161,17 @@ class InvoiceExport extends BaseExport
         if (in_array('status_id', $this->input['report_keys'])) {
             $entity['status'] = $invoice->stringStatus($invoice->status_id);
         }
+        
+        $payment_exists = $invoice->payments()->exists();
 
+        $entity['payment_number'] = $payment_exists ? $invoice->payments()->pluck('number')->implode(',') : '';
+
+        $entity['payment_date'] = $payment_exists ? $invoice->payments()->pluck('date')->implode(',') : '';
+
+        $entity['payment_amount'] = $payment_exists ? Number::formatMoney($invoice->payments()->sum('paymentables.amount'), $invoice->company) : ctrans('texts.unpaid');
+
+        $entity['method'] = $payment_exists ? $invoice->payments()->first()->translatedType() : "";
+        
         return $entity;
     }
 }
diff --git a/app/Export/CSV/PaymentExport.php b/app/Export/CSV/PaymentExport.php
index 41e090f520f0..78592b763c86 100644
--- a/app/Export/CSV/PaymentExport.php
+++ b/app/Export/CSV/PaymentExport.php
@@ -49,6 +49,7 @@ class PaymentExport extends BaseExport
         'transaction_reference' => 'transaction_reference',
         'type' => 'type_id',
         'vendor' => 'vendor_id',
+        'invoices' => 'invoices',
     ];
 
     private array $decorate_keys = [
@@ -59,6 +60,7 @@ class PaymentExport extends BaseExport
         'currency',
         'exchange_currency',
         'type',
+        'invoices',
     ];
 
     public function __construct(Company $company, array $input)
@@ -154,6 +156,8 @@ class PaymentExport extends BaseExport
             $entity['gateway'] = $payment->gateway_type ? $payment->gateway_type->name : 'Unknown Type';
         }
 
+            $entity['invoices'] = $payment->invoices()->exists() ? $payment->invoices->pluck('number')->implode(',') : '';
+
         return $entity;
     }
 }
diff --git a/app/Helpers/Invoice/InvoiceItemSum.php b/app/Helpers/Invoice/InvoiceItemSum.php
index afef994e2ba0..6c6846470378 100644
--- a/app/Helpers/Invoice/InvoiceItemSum.php
+++ b/app/Helpers/Invoice/InvoiceItemSum.php
@@ -148,7 +148,7 @@ class InvoiceItemSum
 
             $this->rule = new $class();
             $this->rule
-                 ->setInvoice($this->invoice)
+                 ->setEntity($this->invoice)
                  ->init();
                  
             $this->calc_tax = true;
diff --git a/app/Http/Controllers/Reports/ARDetailReportController.php b/app/Http/Controllers/Reports/ARDetailReportController.php
new file mode 100644
index 000000000000..4f6c460e7a31
--- /dev/null
+++ b/app/Http/Controllers/Reports/ARDetailReportController.php
@@ -0,0 +1,84 @@
+<?php
+/**
+ * Invoice Ninja (https://invoiceninja.com).
+ *
+ * @link https://github.com/invoiceninja/invoiceninja source repository
+ *
+ * @copyright Copyright (c) 2023. Invoice Ninja LLC (https://invoiceninja.com)
+ *
+ * @license https://www.elastic.co/licensing/elastic-license
+ */
+
+namespace App\Http\Controllers\Reports;
+
+use App\Utils\Traits\MakesHash;
+use App\Jobs\Report\SendToAdmin;
+use App\Services\Report\ARDetailReport;
+use App\Http\Controllers\BaseController;
+use App\Http\Requests\Report\GenericReportRequest;
+
+class ARDetailReportController extends BaseController
+{
+    use MakesHash;
+
+    private string $filename = 'ar_detail.csv';
+
+    public function __construct()
+    {
+        parent::__construct();
+    }
+
+    /**
+     * @OA\Post(
+     *      path="/api/v1/reports/tasks",
+     *      operationId="getTaskReport",
+     *      tags={"reports"},
+     *      summary="Task reports",
+     *      description="Export task reports",
+     *      @OA\Parameter(ref="#/components/parameters/X-Requested-With"),
+     *      @OA\RequestBody(
+     *          required=true,
+     *          @OA\JsonContent(ref="#/components/schemas/GenericReportSchema")
+     *      ),
+     *      @OA\Response(
+     *          response=200,
+     *          description="success",
+     *          @OA\Header(header="X-MINIMUM-CLIENT-VERSION", ref="#/components/headers/X-MINIMUM-CLIENT-VERSION"),
+     *          @OA\Header(header="X-RateLimit-Remaining", ref="#/components/headers/X-RateLimit-Remaining"),
+     *          @OA\Header(header="X-RateLimit-Limit", ref="#/components/headers/X-RateLimit-Limit"),
+     *       ),
+     *       @OA\Response(
+     *          response=422,
+     *          description="Validation error",
+     *          @OA\JsonContent(ref="#/components/schemas/ValidationError"),
+     *       ),
+     *       @OA\Response(
+     *           response="default",
+     *           description="Unexpected Error",
+     *           @OA\JsonContent(ref="#/components/schemas/Error"),
+     *       ),
+     *     )
+     */
+    public function __invoke(GenericReportRequest $request)
+    {
+        if ($request->has('send_email') && $request->get('send_email')) {
+            SendToAdmin::dispatch(auth()->user()->company(), $request->all(), ARDetailReport::class, $this->filename);
+
+            return response()->json(['message' => 'working...'], 200);
+        }
+        // expect a list of visible fields, or use the default
+
+        $export = new ARDetailReport(auth()->user()->company(), $request->all());
+
+        $csv = $export->run();
+
+        $headers = [
+            'Content-Disposition' => 'attachment',
+            'Content-Type' => 'text/csv',
+        ];
+
+        return response()->streamDownload(function () use ($csv) {
+            echo $csv;
+        }, $this->filename, $headers);
+    }
+}
diff --git a/app/Http/Controllers/Reports/ARSummaryReportController.php b/app/Http/Controllers/Reports/ARSummaryReportController.php
new file mode 100644
index 000000000000..a9c9f6e68946
--- /dev/null
+++ b/app/Http/Controllers/Reports/ARSummaryReportController.php
@@ -0,0 +1,84 @@
+<?php
+/**
+ * Invoice Ninja (https://invoiceninja.com).
+ *
+ * @link https://github.com/invoiceninja/invoiceninja source repository
+ *
+ * @copyright Copyright (c) 2023. Invoice Ninja LLC (https://invoiceninja.com)
+ *
+ * @license https://www.elastic.co/licensing/elastic-license
+ */
+
+namespace App\Http\Controllers\Reports;
+
+use App\Http\Controllers\BaseController;
+use App\Http\Requests\Report\GenericReportRequest;
+use App\Jobs\Report\SendToAdmin;
+use App\Services\Report\ARSummaryReport;
+use App\Utils\Traits\MakesHash;
+
+class ARSummaryReportController extends BaseController
+{
+    use MakesHash;
+
+    private string $filename = 'ar_summary.csv';
+
+    public function __construct()
+    {
+        parent::__construct();
+    }
+
+    /**
+     * @OA\Post(
+     *      path="/api/v1/reports/tasks",
+     *      operationId="getTaskReport",
+     *      tags={"reports"},
+     *      summary="Task reports",
+     *      description="Export task reports",
+     *      @OA\Parameter(ref="#/components/parameters/X-Requested-With"),
+     *      @OA\RequestBody(
+     *          required=true,
+     *          @OA\JsonContent(ref="#/components/schemas/GenericReportSchema")
+     *      ),
+     *      @OA\Response(
+     *          response=200,
+     *          description="success",
+     *          @OA\Header(header="X-MINIMUM-CLIENT-VERSION", ref="#/components/headers/X-MINIMUM-CLIENT-VERSION"),
+     *          @OA\Header(header="X-RateLimit-Remaining", ref="#/components/headers/X-RateLimit-Remaining"),
+     *          @OA\Header(header="X-RateLimit-Limit", ref="#/components/headers/X-RateLimit-Limit"),
+     *       ),
+     *       @OA\Response(
+     *          response=422,
+     *          description="Validation error",
+     *          @OA\JsonContent(ref="#/components/schemas/ValidationError"),
+     *       ),
+     *       @OA\Response(
+     *           response="default",
+     *           description="Unexpected Error",
+     *           @OA\JsonContent(ref="#/components/schemas/Error"),
+     *       ),
+     *     )
+     */
+    public function __invoke(GenericReportRequest $request)
+    {
+        if ($request->has('send_email') && $request->get('send_email')) {
+            SendToAdmin::dispatch(auth()->user()->company(), $request->all(), ARSummaryReport::class, $this->filename);
+
+            return response()->json(['message' => 'working...'], 200);
+        }
+        // expect a list of visible fields, or use the default
+
+        $export = new ARSummaryReport(auth()->user()->company(), $request->all());
+
+        $csv = $export->run();
+
+        $headers = [
+            'Content-Disposition' => 'attachment',
+            'Content-Type' => 'text/csv',
+        ];
+
+        return response()->streamDownload(function () use ($csv) {
+            echo $csv;
+        }, $this->filename, $headers);
+    }
+}
diff --git a/app/Http/Controllers/Reports/ClientBalanceReportController.php b/app/Http/Controllers/Reports/ClientBalanceReportController.php
new file mode 100644
index 000000000000..0202af3d2f68
--- /dev/null
+++ b/app/Http/Controllers/Reports/ClientBalanceReportController.php
@@ -0,0 +1,85 @@
+<?php
+/**
+ * Invoice Ninja (https://invoiceninja.com).
+ *
+ * @link https://github.com/invoiceninja/invoiceninja source repository
+ *
+ * @copyright Copyright (c) 2023. Invoice Ninja LLC (https://invoiceninja.com)
+ *
+ * @license https://www.elastic.co/licensing/elastic-license
+ */
+
+namespace App\Http\Controllers\Reports;
+
+use App\Utils\Traits\MakesHash;
+use App\Jobs\Report\SendToAdmin;
+use App\Http\Controllers\BaseController;
+use App\Services\Report\ARSummaryReport;
+use App\Services\Report\ClientBalanceReport;
+use App\Http\Requests\Report\GenericReportRequest;
+
+class ClientBalanceReportController extends BaseController
+{
+    use MakesHash;
+
+    private string $filename = 'client_balance.csv';
+
+    public function __construct()
+    {
+        parent::__construct();
+    }
+
+    /**
+     * @OA\Post(
+     *      path="/api/v1/reports/tasks",
+     *      operationId="getTaskReport",
+     *      tags={"reports"},
+     *      summary="Task reports",
+     *      description="Export task reports",
+     *      @OA\Parameter(ref="#/components/parameters/X-Requested-With"),
+     *      @OA\RequestBody(
+     *          required=true,
+     *          @OA\JsonContent(ref="#/components/schemas/GenericReportSchema")
+     *      ),
+     *      @OA\Response(
+     *          response=200,
+     *          description="success",
+     *          @OA\Header(header="X-MINIMUM-CLIENT-VERSION", ref="#/components/headers/X-MINIMUM-CLIENT-VERSION"),
+     *          @OA\Header(header="X-RateLimit-Remaining", ref="#/components/headers/X-RateLimit-Remaining"),
+     *          @OA\Header(header="X-RateLimit-Limit", ref="#/components/headers/X-RateLimit-Limit"),
+     *       ),
+     *       @OA\Response(
+     *          response=422,
+     *          description="Validation error",
+     *          @OA\JsonContent(ref="#/components/schemas/ValidationError"),
+     *       ),
+     *       @OA\Response(
+     *           response="default",
+     *           description="Unexpected Error",
+     *           @OA\JsonContent(ref="#/components/schemas/Error"),
+     *       ),
+     *     )
+     */
+    public function __invoke(GenericReportRequest $request)
+    {
+        if ($request->has('send_email') && $request->get('send_email')) {
+            SendToAdmin::dispatch(auth()->user()->company(), $request->all(), ClientBalanceReport::class, $this->filename);
+
+            return response()->json(['message' => 'working...'], 200);
+        }
+        // expect a list of visible fields, or use the default
+
+        $export = new ClientBalanceReport(auth()->user()->company(), $request->all());
+
+        $csv = $export->run();
+
+        $headers = [
+            'Content-Disposition' => 'attachment',
+            'Content-Type' => 'text/csv',
+        ];
+
+        return response()->streamDownload(function () use ($csv) {
+            echo $csv;
+        }, $this->filename, $headers);
+    }
+}
diff --git a/app/Http/Controllers/Reports/ClientSalesReportController.php b/app/Http/Controllers/Reports/ClientSalesReportController.php
new file mode 100644
index 000000000000..056b157775b3
--- /dev/null
+++ b/app/Http/Controllers/Reports/ClientSalesReportController.php
@@ -0,0 +1,85 @@
+<?php
+/**
+ * Invoice Ninja (https://invoiceninja.com).
+ *
+ * @link https://github.com/invoiceninja/invoiceninja source repository
+ *
+ * @copyright Copyright (c) 2023. Invoice Ninja LLC (https://invoiceninja.com)
+ *
+ * @license https://www.elastic.co/licensing/elastic-license
+ */
+
+namespace App\Http\Controllers\Reports;
+
+use App\Utils\Traits\MakesHash;
+use App\Jobs\Report\SendToAdmin;
+use App\Http\Controllers\BaseController;
+use App\Services\Report\ClientSalesReport;
+use App\Services\Report\ClientBalanceReport;
+use App\Http\Requests\Report\GenericReportRequest;
+
+class ClientSalesReportController extends BaseController
+{
+    use MakesHash;
+
+    private string $filename = 'client_sales.csv';
+
+    public function __construct()
+    {
+        parent::__construct();
+    }
+
+    /**
+     * @OA\Post(
+     *      path="/api/v1/reports/tasks",
+     *      operationId="getTaskReport",
+     *      tags={"reports"},
+     *      summary="Task reports",
+     *      description="Export task reports",
+     *      @OA\Parameter(ref="#/components/parameters/X-Requested-With"),
+     *      @OA\RequestBody(
+     *          required=true,
+     *          @OA\JsonContent(ref="#/components/schemas/GenericReportSchema")
+     *      ),
+     *      @OA\Response(
+     *          response=200,
+     *          description="success",
+     *          @OA\Header(header="X-MINIMUM-CLIENT-VERSION", ref="#/components/headers/X-MINIMUM-CLIENT-VERSION"),
+     *          @OA\Header(header="X-RateLimit-Remaining", ref="#/components/headers/X-RateLimit-Remaining"),
+     *          @OA\Header(header="X-RateLimit-Limit", ref="#/components/headers/X-RateLimit-Limit"),
+     *       ),
+     *       @OA\Response(
+     *          response=422,
+     *          description="Validation error",
+     *          @OA\JsonContent(ref="#/components/schemas/ValidationError"),
+     *       ),
+     *       @OA\Response(
+     *           response="default",
+     *           description="Unexpected Error",
+     *           @OA\JsonContent(ref="#/components/schemas/Error"),
+     *       ),
+     *     )
+     */
+    public function __invoke(GenericReportRequest $request)
+    {
+        if ($request->has('send_email') && $request->get('send_email')) {
+            SendToAdmin::dispatch(auth()->user()->company(), $request->all(), ClientSalesReport::class, $this->filename);
+
+            return response()->json(['message' => 'working...'], 200);
+        }
+        // expect a list of visible fields, or use the default
+
+        $export = new ClientSalesReport(auth()->user()->company(), $request->all());
+
+        $csv = $export->run();
+
+        $headers = [
+            'Content-Disposition' => 'attachment',
+            'Content-Type' => 'text/csv',
+        ];
+
+        return response()->streamDownload(function () use ($csv) {
+            echo $csv;
+        }, $this->filename, $headers);
+    }
+}
diff --git a/app/Http/Controllers/Reports/TaxSummaryReportController.php b/app/Http/Controllers/Reports/TaxSummaryReportController.php
new file mode 100644
index 000000000000..776fa988d694
--- /dev/null
+++ b/app/Http/Controllers/Reports/TaxSummaryReportController.php
@@ -0,0 +1,85 @@
+<?php
+/**
+ * Invoice Ninja (https://invoiceninja.com).
+ *
+ * @link https://github.com/invoiceninja/invoiceninja source repository
+ *
+ * @copyright Copyright (c) 2023. Invoice Ninja LLC (https://invoiceninja.com)
+ *
+ * @license https://www.elastic.co/licensing/elastic-license
+ */
+
+namespace App\Http\Controllers\Reports;
+
+use App\Utils\Traits\MakesHash;
+use App\Jobs\Report\SendToAdmin;
+use App\Http\Controllers\BaseController;
+use App\Services\Report\TaxSummaryReport;
+use App\Services\Report\ClientSalesReport;
+use App\Http\Requests\Report\GenericReportRequest;
+
+class TaxSummaryReportController extends BaseController
+{
+    use MakesHash;
+
+    private string $filename = 'tax_summary.csv';
+
+    public function __construct()
+    {
+        parent::__construct();
+    }
+
+    /**
+     * @OA\Post(
+     *      path="/api/v1/reports/tasks",
+     *      operationId="getTaskReport",
+     *      tags={"reports"},
+     *      summary="Task reports",
+     *      description="Export task reports",
+     *      @OA\Parameter(ref="#/components/parameters/X-Requested-With"),
+     *      @OA\RequestBody(
+     *          required=true,
+     *          @OA\JsonContent(ref="#/components/schemas/GenericReportSchema")
+     *      ),
+     *      @OA\Response(
+     *          response=200,
+     *          description="success",
+     *          @OA\Header(header="X-MINIMUM-CLIENT-VERSION", ref="#/components/headers/X-MINIMUM-CLIENT-VERSION"),
+     *          @OA\Header(header="X-RateLimit-Remaining", ref="#/components/headers/X-RateLimit-Remaining"),
+     *          @OA\Header(header="X-RateLimit-Limit", ref="#/components/headers/X-RateLimit-Limit"),
+     *       ),
+     *       @OA\Response(
+     *          response=422,
+     *          description="Validation error",
+     *          @OA\JsonContent(ref="#/components/schemas/ValidationError"),
+     *       ),
+     *       @OA\Response(
+     *           response="default",
+     *           description="Unexpected Error",
+     *           @OA\JsonContent(ref="#/components/schemas/Error"),
+     *       ),
+     *     )
+     */
+    public function __invoke(GenericReportRequest $request)
+    {
+        if ($request->has('send_email') && $request->get('send_email')) {
+            SendToAdmin::dispatch(auth()->user()->company(), $request->all(), TaxSummaryReport::class, $this->filename);
+
+            return response()->json(['message' => 'working...'], 200);
+        }
+        // expect a list of visible fields, or use the default
+
+        $export = new TaxSummaryReport(auth()->user()->company(), $request->all());
+
+        $csv = $export->run();
+
+        $headers = [
+            'Content-Disposition' => 'attachment',
+            'Content-Type' => 'text/csv',
+        ];
+
+        return response()->streamDownload(function () use ($csv) {
+            echo $csv;
+        }, $this->filename, $headers);
+    }
+}
diff --git a/app/Http/Controllers/Reports/UserSalesReportController.php b/app/Http/Controllers/Reports/UserSalesReportController.php
new file mode 100644
index 000000000000..582eb4e71727
--- /dev/null
+++ b/app/Http/Controllers/Reports/UserSalesReportController.php
@@ -0,0 +1,85 @@
+<?php
+/**
+ * Invoice Ninja (https://invoiceninja.com).
+ *
+ * @link https://github.com/invoiceninja/invoiceninja source repository
+ *
+ * @copyright Copyright (c) 2023. Invoice Ninja LLC (https://invoiceninja.com)
+ *
+ * @license https://www.elastic.co/licensing/elastic-license
+ */
+
+namespace App\Http\Controllers\Reports;
+
+use App\Utils\Traits\MakesHash;
+use App\Jobs\Report\SendToAdmin;
+use App\Http\Controllers\BaseController;
+use App\Services\Report\UserSalesReport;
+use App\Services\Report\TaxSummaryReport;
+use App\Http\Requests\Report\GenericReportRequest;
+
+class UserSalesReportController extends BaseController
+{
+    use MakesHash;
+
+    private string $filename = 'user_sales.csv';
+
+    public function __construct()
+    {
+        parent::__construct();
+    }
+
+    /**
+     * @OA\Post(
+     *      path="/api/v1/reports/tasks",
+     *      operationId="getTaskReport",
+     *      tags={"reports"},
+     *      summary="Task reports",
+     *      description="Export task reports",
+     *      @OA\Parameter(ref="#/components/parameters/X-Requested-With"),
+     *      @OA\RequestBody(
+     *          required=true,
+     *          @OA\JsonContent(ref="#/components/schemas/GenericReportSchema")
+     *      ),
+     *      @OA\Response(
+     *          response=200,
+     *          description="success",
+     *          @OA\Header(header="X-MINIMUM-CLIENT-VERSION", ref="#/components/headers/X-MINIMUM-CLIENT-VERSION"),
+     *          @OA\Header(header="X-RateLimit-Remaining", ref="#/components/headers/X-RateLimit-Remaining"),
+     *          @OA\Header(header="X-RateLimit-Limit", ref="#/components/headers/X-RateLimit-Limit"),
+     *       ),
+     *       @OA\Response(
+     *          response=422,
+     *          description="Validation error",
+     *          @OA\JsonContent(ref="#/components/schemas/ValidationError"),
+     *       ),
+     *       @OA\Response(
+     *           response="default",
+     *           description="Unexpected Error",
+     *           @OA\JsonContent(ref="#/components/schemas/Error"),
+     *       ),
+     *     )
+     */
+    public function __invoke(GenericReportRequest $request)
+    {
+        if ($request->has('send_email') && $request->get('send_email')) {
+            SendToAdmin::dispatch(auth()->user()->company(), $request->all(), UserSalesReport::class, $this->filename);
+
+            return response()->json(['message' => 'working...'], 200);
+        }
+        // expect a list of visible fields, or use the default
+
+        $export = new UserSalesReport(auth()->user()->company(), $request->all());
+
+        $csv = $export->run();
+
+        $headers = [
+            'Content-Disposition' => 'attachment',
+            'Content-Type' => 'text/csv',
+        ];
+
+        return response()->streamDownload(function () use ($csv) {
+            echo $csv;
+        }, $this->filename, $headers);
+    }
+}
diff --git a/app/Http/Requests/Report/GenericReportRequest.php b/app/Http/Requests/Report/GenericReportRequest.php
index 63837aa41341..3e95479d23b5 100644
--- a/app/Http/Requests/Report/GenericReportRequest.php
+++ b/app/Http/Requests/Report/GenericReportRequest.php
@@ -33,6 +33,7 @@ class GenericReportRequest extends Request
             'start_date' => 'bail|required_if:date_range,custom|nullable|date',
             'report_keys' => 'present|array',
             'send_email' => 'required|bool',
+            'status' => 'sometimes|string|nullable|in:all,draft,sent,viewed,paid,unpaid,overdue',
         ];
     }
 
diff --git a/app/Listeners/Payment/PaymentNotification.php b/app/Listeners/Payment/PaymentNotification.php
index b1b7c82eef12..8b1a64d2977e 100644
--- a/app/Listeners/Payment/PaymentNotification.php
+++ b/app/Listeners/Payment/PaymentNotification.php
@@ -56,8 +56,39 @@ class PaymentNotification implements ShouldQueue
             $this->trackRevenue($event);
         }
 
-        if($payment->is_manual)
+        /* Manual Payment Notifications */
+        if($payment->is_manual){
+
+            foreach ($payment->company->company_users as $company_user) {
+                $user = $company_user->user;
+
+                $methods = $this->findUserEntityNotificationType(
+                    $payment,
+                    $company_user,
+                    [
+                    'payment_manual',
+                    'payment_manual_all',
+                    'payment_manual_user',
+                    'all_notifications', ]
+                );
+
+                if (($key = array_search('mail', $methods)) !== false) {
+                    unset($methods[$key]);
+
+                    $nmo = new NinjaMailerObject;
+                    $nmo->mailable = new NinjaMailer((new EntityPaidObject($payment))->build());
+                    $nmo->company = $event->company;
+                    $nmo->settings = $event->company->settings;
+                    $nmo->to_user = $user;
+
+                    (new NinjaMailerJob($nmo))->handle();
+
+                    $nmo = null;
+                }
+            }
+
             return;
+        }
 
         /*User notifications*/
         foreach ($payment->company->company_users as $company_user) {
diff --git a/app/Services/Report/ARDetailReport.php b/app/Services/Report/ARDetailReport.php
index 8c324cafa42b..c283a0a84ab0 100644
--- a/app/Services/Report/ARDetailReport.php
+++ b/app/Services/Report/ARDetailReport.php
@@ -40,6 +40,7 @@ class ARDetailReport extends BaseExport
 
     public array $report_keys = [
         'date',
+        'due_date',
         'invoice_number',
         'status',
         'client_name',
@@ -114,6 +115,7 @@ class ARDetailReport extends BaseExport
         $client = $invoice->client;
 
         return [
+            $this->translateDate($invoice->date, $this->company->date_format(), $this->company->locale()),
             $this->translateDate($invoice->due_date, $this->company->date_format(), $this->company->locale()),
             $invoice->number,
             $invoice->stringStatus($invoice->status_id),
diff --git a/app/Services/Report/ClientBalanceReport.php b/app/Services/Report/ClientBalanceReport.php
index 498a018a2aea..d94679776106 100644
--- a/app/Services/Report/ClientBalanceReport.php
+++ b/app/Services/Report/ClientBalanceReport.php
@@ -36,6 +36,7 @@ class ClientBalanceReport extends BaseExport
         'client_name',
         'client_number',
         'id_number',
+        'invoices',
         'invoice_balance',
         'credit_balance',
     ];
@@ -68,7 +69,7 @@ class ClientBalanceReport extends BaseExport
         $this->csv->insertOne([]);
         $this->csv->insertOne([]);
         $this->csv->insertOne([]);
-        $this->csv->insertOne([ctrans('texts.customer_balance_report')]);
+        $this->csv->insertOne([ctrans('texts.client_balance_report')]);
         $this->csv->insertOne([ctrans('texts.created_on'),' ',$this->translateDate(now()->format('Y-m-d'), $this->company->date_format(), $this->company->locale())]);
 
         if (count($this->input['report_keys']) == 0) {
diff --git a/app/Transformers/ClientTransformer.php b/app/Transformers/ClientTransformer.php
index af7f3338a536..512fd9a15a4e 100644
--- a/app/Transformers/ClientTransformer.php
+++ b/app/Transformers/ClientTransformer.php
@@ -149,7 +149,7 @@ class ClientTransformer extends EntityTransformer
             'number' => (string) $client->number ?: '',
             'has_valid_vat_number' => (bool) $client->has_valid_vat_number,
             'is_tax_exempt' => (bool) $client->is_tax_exempt,
-            'tax_data' => $client->tax_data ?: '',
+            // 'tax_data' => $client->tax_data ?: '',
         ];
     }
 }
diff --git a/app/Transformers/InvoiceTransformer.php b/app/Transformers/InvoiceTransformer.php
index 5e3b0a93955d..b76d3d6cfddb 100644
--- a/app/Transformers/InvoiceTransformer.php
+++ b/app/Transformers/InvoiceTransformer.php
@@ -149,7 +149,7 @@ class InvoiceTransformer extends EntityTransformer
             'paid_to_date' => (float) $invoice->paid_to_date,
             'subscription_id' => $this->encodePrimaryKey($invoice->subscription_id),
             'auto_bill_enabled' => (bool) $invoice->auto_bill_enabled,
-            'tax_data' => $invoice->tax_data ?: '',            
+            // 'tax_data' => $invoice->tax_data ?: '',            
         ];
     }
 }
diff --git a/lang/en/texts.php b/lang/en/texts.php
index f8519d1424f3..565fe7684e00 100644
--- a/lang/en/texts.php
+++ b/lang/en/texts.php
@@ -5062,6 +5062,14 @@ $LANG = array(
     'here' => 'here',
     'industry_Restaurant & Catering' => 'Restaurant & Catering',
     'show_credits_table' => 'Show Credits Table',
+    'manual_payment' => 'Payment Manual',
+    'tax_summary_report' => 'Tax Summary Report',
+    'tax_category' => 'Tax Category',
+    'physical_goods' => 'Physical Goods',
+    'digital_products' => 'Digital Products',
+    'services' => 'Services',
+    'shipping' => 'Shipping',
+    'tax_exempt' => 'Tax Exempt',
 );
 
 
diff --git a/lang/fr_CA/texts.php b/lang/fr_CA/texts.php
index b747f2ea6650..c15a08f77ca9 100644
--- a/lang/fr_CA/texts.php
+++ b/lang/fr_CA/texts.php
@@ -1333,7 +1333,7 @@ Lorsque les montant apparaîtront sur votre relevé, veuillez revenir sur cette
     'finish_setup' => 'Terminer la configuration',
     'created_wepay_confirmation_required' => 'Veuillez vérifier vos courriel et confirmer votre adresse courriel avec WePay.',
     'switch_to_wepay' => 'Changer pour WePay',
-    'switch' => 'Changer',
+    'switch' => 'Commutateur',
     'restore_account_gateway' => 'Restaurer la passerelle de paiement',
     'restored_account_gateway' => 'La passerelle de paiement a été restaurée',
     'united_states' => 'États-Unis',
@@ -3333,7 +3333,7 @@ Lorsque les montant apparaîtront sur votre relevé, veuillez revenir sur cette
     'accent_color' => 'Couleur de mise en évidence',
     'comma_sparated_list' => 'Liste séparée par virgule',
     'single_line_text' => 'Ligne de texte simple',
-    'multi_line_text' => 'Multiligne de texte',
+    'multi_line_text' => 'Zone de texte multiligne',
     'dropdown' => 'Liste déroulante',
     'field_type' => 'Type de champ',
     'recover_password_email_sent' => 'Un courriel a été envoyé pour la récupération du mot de passe',
@@ -4609,7 +4609,7 @@ Lorsque les montant apparaîtront sur votre relevé, veuillez revenir sur cette
     'add' => 'Ajouter',
     'last_sent_template' => 'Modèle pour dernier envoi',
     'enable_flexible_search' => 'Activer la recherche flexible',
-    'enable_flexible_search_help' => 'Match non-contiguous characters, ie. "ct" matches "cat"',
+    'enable_flexible_search_help' => 'Correspondance de caractères non contigus, ex. "ct" pour "cat"',
     'vendor_details' => 'Informations du fournisseur',
     'purchase_order_details' => 'Détails du bon de commande',
     'qr_iban' => 'QR IBAN',
@@ -4805,7 +4805,7 @@ Lorsque les montant apparaîtront sur votre relevé, veuillez revenir sur cette
     'task_update_authorization_error' => 'Permission d\'accès insuffisante ou tâche verrouillée',
     'cash_vs_accrual' => 'Comptabilité d\'exercice',
     'cash_vs_accrual_help' => 'Activer pour comptabilité d\'exercice. Désactiver pour comptabilité d\'encaisse',
-    'expense_paid_report' => 'Expensed reporting',
+    'expense_paid_report' => 'Rapport des déboursés',
     'expense_paid_report_help' => 'Activer pour un rapport de toutes les dépenses. Désactiver pour un rapport des dépenses payées seulement',
     'online_payment_email_help' => 'Envoyer un courriel lorsque un paiement en ligne à été fait',
     'manual_payment_email_help' => 'Envoyer un courriel lorsque un paiement a été saisi manuellement',
diff --git a/routes/api.php b/routes/api.php
index 4eed06948c5f..350e547333e5 100644
--- a/routes/api.php
+++ b/routes/api.php
@@ -90,12 +90,18 @@ use App\Http\Controllers\Reports\PaymentReportController;
 use App\Http\Controllers\Reports\ProductReportController;
 use App\Http\Controllers\Reports\ProfitAndLossController;
 use App\Http\Controllers\Reports\ActivityReportController;
+use App\Http\Controllers\Reports\ARDetailReportController;
 use App\Http\Controllers\Reports\DocumentReportController;
+use App\Http\Controllers\Reports\ARSummaryReportController;
 use App\Http\Controllers\Reports\QuoteItemReportController;
+use App\Http\Controllers\Reports\UserSalesReportController;
+use App\Http\Controllers\Reports\TaxSummaryReportController;
 use App\Http\Controllers\Support\Messages\SendingController;
+use App\Http\Controllers\Reports\ClientSalesReportController;
 use App\Http\Controllers\Reports\InvoiceItemReportController;
 use App\Http\Controllers\PaymentNotificationWebhookController;
 use App\Http\Controllers\Reports\ProductSalesReportController;
+use App\Http\Controllers\Reports\ClientBalanceReportController;
 use App\Http\Controllers\Reports\ClientContactReportController;
 use App\Http\Controllers\Reports\RecurringInvoiceReportController;
 
@@ -285,7 +291,14 @@ Route::group(['middleware' => ['throttle:api', 'api_db', 'token_auth', 'locale']
     Route::post('reports/product_sales', ProductSalesReportController::class);
     Route::post('reports/tasks', TaskReportController::class);
     Route::post('reports/profitloss', ProfitAndLossController::class);
-
+    
+    Route::post('reports/ar_detail_report', ARDetailReportController::class);
+    Route::post('reports/ar_summary_report', ARSummaryReportController::class);
+    Route::post('reports/client_balance_report', ClientBalanceReportController::class);
+    Route::post('reports/client_sales_report', ClientSalesReportController::class);
+    Route::post('reports/tax_summary_report', TaxSummaryReportController::class);
+    Route::post('reports/user_sales_report', UserSalesReportController::class);
+    
     Route::resource('task_schedulers', TaskSchedulerController::class);
     Route::post('task_schedulers/bulk', [TaskSchedulerController::class, 'bulk'])->name('task_schedulers.bulk');
 
diff --git a/tests/Feature/Export/ArDetailReportTest.php b/tests/Feature/Export/ArDetailReportTest.php
index 0d053f34c710..8f523a52c551 100644
--- a/tests/Feature/Export/ArDetailReportTest.php
+++ b/tests/Feature/Export/ArDetailReportTest.php
@@ -22,6 +22,7 @@ use App\Services\Report\ARDetailReport;
 use App\Services\Report\UserSalesReport;
 use App\Utils\Traits\MakesHash;
 use Illuminate\Routing\Middleware\ThrottleRequests;
+use Tests\MockAccountData;
 use Tests\TestCase;
 
 /**
@@ -44,6 +45,7 @@ class ARDetailReportTest extends TestCase
         );
 
         $this->withoutExceptionHandling();
+
     }
 
     public $company;
diff --git a/tests/Feature/Export/ReportApiTest.php b/tests/Feature/Export/ReportApiTest.php
new file mode 100644
index 000000000000..14fd1f57297b
--- /dev/null
+++ b/tests/Feature/Export/ReportApiTest.php
@@ -0,0 +1,145 @@
+<?php
+/**
+ * Invoice Ninja (https://invoiceninja.com).
+ *
+ * @link https://github.com/invoiceninja/invoiceninja source repository
+ *
+ * @copyright Copyright (c) 2021. Invoice Ninja LLC (https://invoiceninja.com)
+ *
+ * @license https://www.elastic.co/licensing/elastic-license
+ */
+
+namespace Tests\Feature\Export;
+
+use App\Utils\Traits\MakesHash;
+use Illuminate\Routing\Middleware\ThrottleRequests;
+use Tests\MockAccountData;
+use Tests\TestCase;
+
+/**
+ * @test
+ */
+class ReportApiTest extends TestCase
+{
+    use MakesHash;
+    use MockAccountData;
+
+    public $faker;
+
+    protected function setUp() :void
+    {
+        parent::setUp();
+
+        $this->faker = \Faker\Factory::create();
+
+        $this->withoutMiddleware(
+            ThrottleRequests::class
+        );
+
+        $this->withoutExceptionHandling();
+
+        $this->makeTestData();
+
+    }
+
+    public function testUserSalesReportApiRoute()
+    {
+        $data = [
+            'send_email' => false,
+            'date_range' => 'all',
+            'report_keys' => [],
+        ];
+
+        $response = $this->withHeaders([
+            'X-API-SECRET' => config('ninja.api_secret'),
+            'X-API-TOKEN' => $this->token,
+        ])->postJson('/api/v1/reports/user_sales_report', $data)
+        ->assertStatus(200);
+
+    }
+
+
+    public function testTaxSummaryReportApiRoute()
+    {
+        $data = [
+            'send_email' => false,
+            'date_range' => 'all',
+            'report_keys' => [],
+        ];
+
+        $response = $this->withHeaders([
+            'X-API-SECRET' => config('ninja.api_secret'),
+            'X-API-TOKEN' => $this->token,
+        ])->postJson('/api/v1/reports/tax_summary_report', $data)
+        ->assertStatus(200);
+
+    }
+
+
+    public function testClientSalesReportApiRoute()
+    {
+        $data = [
+            'send_email' => false,
+            'date_range' => 'all',
+            'report_keys' => [],
+        ];
+
+        $response = $this->withHeaders([
+            'X-API-SECRET' => config('ninja.api_secret'),
+            'X-API-TOKEN' => $this->token,
+        ])->postJson('/api/v1/reports/client_sales_report', $data)
+        ->assertStatus(200);
+
+    }
+
+
+    public function testArDetailReportApiRoute()
+    {
+        $data = [
+            'send_email' => false,
+            'date_range' => 'all',
+            'report_keys' => [],
+        ];
+
+        $response = $this->withHeaders([
+            'X-API-SECRET' => config('ninja.api_secret'),
+            'X-API-TOKEN' => $this->token,
+        ])->postJson('/api/v1/reports/ar_detail_report', $data)
+        ->assertStatus(200);
+
+    }
+
+    public function testArSummaryReportApiRoute()
+    {
+        $data = [
+            'send_email' => false,
+            'date_range' => 'all',
+            'report_keys' => [],
+        ];
+
+        $response = $this->withHeaders([
+            'X-API-SECRET' => config('ninja.api_secret'),
+            'X-API-TOKEN' => $this->token,
+        ])->postJson('/api/v1/reports/ar_summary_report', $data)
+        ->assertStatus(200);
+
+    }
+
+    public function testClientBalanceReportApiRoute()
+    {
+        $data = [
+            'send_email' => false,
+            'date_range' => 'all',
+            'report_keys' => [],
+        ];
+
+        $response = $this->withHeaders([
+            'X-API-SECRET' => config('ninja.api_secret'),
+            'X-API-TOKEN' => $this->token,
+        ])->postJson('/api/v1/reports/client_balance_report', $data)
+        ->assertStatus(200);
+
+    }
+
+
+}
\ No newline at end of file
diff --git a/tests/Feature/Scheduler/SchedulerTest.php b/tests/Feature/Scheduler/SchedulerTest.php
index 370483683738..579186e7c597 100644
--- a/tests/Feature/Scheduler/SchedulerTest.php
+++ b/tests/Feature/Scheduler/SchedulerTest.php
@@ -480,14 +480,14 @@ class SchedulerTest extends TestCase
         $c = Client::factory()->create([
             'company_id' => $this->company->id,
             'user_id' => $this->user->id,
-            'number' => rand(1000, 100000),
+            'number' => rand(1000, 10000000),
             'name' => 'A fancy client'
         ]);
 
         $c2 = Client::factory()->create([
             'company_id' => $this->company->id,
             'user_id' => $this->user->id,
-            'number' => rand(1000, 100000),
+            'number' => rand(1000, 10000000),
             'name' => 'A fancy client'
         ]);
 
diff --git a/tests/Unit/Tax/EuTaxTest.php b/tests/Unit/Tax/EuTaxTest.php
index 6f41d282bbc3..537cfaa5fd19 100644
--- a/tests/Unit/Tax/EuTaxTest.php
+++ b/tests/Unit/Tax/EuTaxTest.php
@@ -349,7 +349,7 @@ class EuTaxTest extends TestCase
         ]);
 
         $process = new Rule();
-        $process->setInvoice($invoice);
+        $process->setEntity($invoice);
         $process->init();
 
         $this->assertEquals('EU', $process->seller_region);
@@ -399,11 +399,11 @@ class EuTaxTest extends TestCase
         'status_id' => Invoice::STATUS_SENT,
         'tax_data' => new Response([
                     'geoState' => 'CA',
-        ]),
+            ]),
         ]);
 
         $process = new Rule();
-        $process->setInvoice($invoice);
+        $process->setEntity($invoice);
         $process->init();
 
         $this->assertEquals('EU', $process->seller_region);
@@ -458,7 +458,7 @@ class EuTaxTest extends TestCase
         ]);
 
         $process = new Rule();
-        $process->setInvoice($invoice);
+        $process->setEntity($invoice);
         $process->init();
 
         $this->assertEquals('EU', $process->seller_region);
@@ -513,7 +513,7 @@ class EuTaxTest extends TestCase
         ]);
 
         $process = new Rule();
-        $process->setInvoice($invoice);
+        $process->setEntity($invoice);
         $process->init();
 
         $this->assertInstanceOf(Rule::class, $process);
@@ -564,7 +564,7 @@ class EuTaxTest extends TestCase
         ]);
 
         $process = new Rule();
-        $process->setInvoice($invoice);
+        $process->setEntity($invoice);
         $process->init();
 
 
@@ -615,7 +615,7 @@ class EuTaxTest extends TestCase
         ]);
 
         $process = new Rule();
-        $process->setInvoice($invoice);
+        $process->setEntity($invoice);
         $process->init();
 
 
@@ -666,7 +666,7 @@ class EuTaxTest extends TestCase
         ]);
 
         $process = new Rule();
-        $process->setInvoice($invoice);
+        $process->setEntity($invoice);
         $process->init();
 
 
@@ -717,7 +717,7 @@ class EuTaxTest extends TestCase
         ]);
 
         $process = new Rule();
-        $process->setInvoice($invoice);
+        $process->setEntity($invoice);
         $process->init();
 
         $this->assertInstanceOf(Rule::class, $process);
@@ -766,7 +766,7 @@ class EuTaxTest extends TestCase
         ]);
 
         $process = new Rule();
-        $process->setInvoice($invoice);
+        $process->setEntity($invoice);
         $process->init();
 
 
diff --git a/tests/Unit/Tax/SumTaxTest.php b/tests/Unit/Tax/SumTaxTest.php
index f1a4ad5b08fe..ec3b3047237f 100644
--- a/tests/Unit/Tax/SumTaxTest.php
+++ b/tests/Unit/Tax/SumTaxTest.php
@@ -102,10 +102,13 @@ class SumTaxTest extends TestCase
         $this->company->tax_data = $tax_data;
         $this->company->save();
 
+        $tax_data = new TaxData($this->response);
+
         $client = Client::factory()->create([
             'user_id' => $this->user->id,
             'company_id' => $this->company->id,
             'country_id' => 840,
+            'tax_data' => $tax_data,
         ]);
 
         $invoice = InvoiceFactory::create($this->company->id, $this->user->id);
@@ -114,7 +117,7 @@ class SumTaxTest extends TestCase
 
         $line_items = [];
 
-        $invoice->tax_data = new TaxData($this->response);
+        $invoice->tax_data = $tax_data;
 
         $line_item = new InvoiceItem();
         $line_item->quantity = 1;
@@ -131,7 +134,6 @@ class SumTaxTest extends TestCase
 
         $line_items = $invoice->line_items;
 
-
         $this->assertEquals(10, $invoice->amount);
         $this->assertEquals("", $line_items[0]->tax_name1);
         $this->assertEquals(0, $line_items[0]->tax_rate1);
@@ -152,19 +154,23 @@ class SumTaxTest extends TestCase
         $this->company->tax_data = $tax_data;
         $this->company->save();
 
-        $client = Client::factory()->create([
-            'user_id' => $this->user->id,
-            'company_id' => $this->company->id,
-            'country_id' => 840,
-        ]);
+$tax_data = new TaxData($this->response);
 
-        $invoice = InvoiceFactory::create($this->company->id, $this->user->id);
-        $invoice->client_id = $client->id;
-        $invoice->uses_inclusive_taxes = false;
+$client = Client::factory()->create([
+    'user_id' => $this->user->id,
+    'company_id' => $this->company->id,
+    'country_id' => 840,
+    'tax_data' => $tax_data,
+]);
 
-        $line_items = [];
+$invoice = InvoiceFactory::create($this->company->id, $this->user->id);
+$invoice->client_id = $client->id;
+$invoice->uses_inclusive_taxes = false;
+
+$line_items = [];
+
+$invoice->tax_data = $tax_data;
 
-        $invoice->tax_data = new TaxData($this->response);
         
         $line_item = new InvoiceItem;
         $line_item->quantity = 1;
diff --git a/tests/Unit/Tax/UsTaxTest.php b/tests/Unit/Tax/UsTaxTest.php
index f08b295b3829..5ed356723cd2 100644
--- a/tests/Unit/Tax/UsTaxTest.php
+++ b/tests/Unit/Tax/UsTaxTest.php
@@ -107,6 +107,7 @@ class UsTaxTest extends TestCase
             'shipping_country_id' => 840,
             'has_valid_vat_number' => false,
             'postal_code' => $postal_code,
+            'tax_data' => new Response($this->mock_response),
         ]);
 
         $invoice = Invoice::factory()->create([
@@ -309,6 +310,7 @@ class UsTaxTest extends TestCase
                 'shipping_country_id' => 276,
                 'has_valid_vat_number' => false,
                 'postal_code' => 'xx',
+                'tax_data' => new Response($this->mock_response),
             ]);
 
             $invoice = Invoice::factory()->create([
@@ -353,18 +355,18 @@ class UsTaxTest extends TestCase
     {
 
         $invoice = $this->invoiceStub('92582');
-        $client = $invoice->client;
-        $client->is_tax_exempt = false;
-        $client->save();
+        $invoice->client->is_tax_exempt = false;
+        $invoice->client->tax_data = new Response($this->mock_response);
 
-        $company = $invoice->company;
-        $tax_data = $company->tax_data;
+        $invoice->client->push();
+
+        $tax_data = $invoice->company->tax_data;
 
         $tax_data->regions->US->has_sales_above_threshold = true;
         $tax_data->regions->US->tax_all_subregions = true;
 
-        $company->tax_data = $tax_data;
-        $company->save();
+        $invoice->company->tax_data = $tax_data;
+        $invoice->company->push();
 
         $invoice = $invoice->calc()->getInvoice()->service()->markSent()->save();