The system can generate a number of income reports and charts. This can be done on the Billing > Reports > Billing page.

  • Show/Calculate: "By Billing"

    • Invoice Total (Accrual method): the invoice total before discounts are deducted and tax is added
    • Invoice Balance Due: how much is due from members based on date invoiced
    • Invoice Aging: lists open invoices grouped by date range (Current, 0-30 Days, 31-60 Days, etc.)
    • Paments (Cash method): how much the company earned based on when payments were received
  • The Type will determine how much information is shown. If "Details" is selected then every invoice or payment will be shown for the date range. "Summary" will only show totals and groups
  • Group By will allow for subtotals based on the group. This will allow you to see which Members, Time Blocks, Days and Months have made the most income
  • You can select a preset Date Range or enter a Custom one
  • Once you have adjusted the settings to your liking, click the button
  • Reports can be printed using the button or exported to Excel by using the button