Generating Client Billing Summary Report

1. Navigate to Billing Reports

• Go to the left sidebar and click on Reporting > Reports > Billing.

2. Select the Report

• In the screen, locate Client Billing Summary.

• Click Generate next to the report name.

3. Set Report Parameters

• The report modal will display fields including:

  • Client

  • Client Status

  • Invoice Start Date

  • Invoice End Date

  • Invoice Status

  • Aging Bucket

4. Generate or Cancel

• Click Generate to create the report.

• Click Cancel to exit without generating.

• The newly generated Report will now appear in the Generating Reports list, ready for Viewing or Downloading.