Counselors often need billing reports for planning, budgeting, management, or tax filing. CounSol.com makes it easy to generate and download customized billing reports.
ON THIS PAGE:
•Generate a report of total PAYMENTS received during certain time frame
•Generate a report of all INVOICES created during certain time frame
•View a list of all PAST DUE clients and/or clients WITH CREDIT
How to generate a report of total PAYMENTS received during certain time frame:
1. Select the Billing icon, then click on the Payments tab.
2. Enter Begin Date and End Date.
3. Select a location, then select a Payment Method filter option from the drop-down menu.
4. Click the Update button.
5. View results or download a spreadsheet by using the Download CSV link.
How to generate a report of all INVOICES created during certain time frame:
1. Select the Billing icon, then click on the Invoices tab.
2. Enter Begin Date and End Date.
3. Click the Update button.
4. View results or download CSV.
How to view a list of all PAST DUE clients and/or clients WITH CREDIT:
1. Select the Billing icon, then click on the Reports tab.
2. Select from the first drop-down menu to filter between Account Balances and Client Responsibility Balances.
3. Select from the second drop-down menu to filter between accounts that are Past Due and With Credit.
