The Work vs. Client Billing Report shows the jobs that have been completed and details for the charges against them.

You can save the report’s output to a PDF or CSV file, or email the output.

Running the Work vs. Client Billing Report

To run the Work vs. Client Billing Report:

1. Click Reports in the sidebar.
2. Select Client Billing.

3. Specify the filters and options for the report:

• From — The starting billing date. This defaults to the first day of the current month.
• To — The ending billing date. This defaults to the last day of the current month.
• Client — The client to include in the report. If blank, the report includes all clients.
• Include Summary — Select this checkbox to include the count of charges and the sum of charges included in the report.
• Include Reversed — Select this checkbox to include reversed charges in the report.

4. Click Email.
5. Search for the recipient in the vintrace address book, or enter the recipient’s email.

6. Click Send.