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:
- Click Reports in the sidebar.
- Select Client Billing.
- 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.
- Click Email.
- Search for the recipient in the vintrace address book, or enter the recipient’s email.
- Click Send.