Billing Summary List

You can navigate to the billing summary list by clicking the “Billing” tab in the navigation. From there, you can view all the existing billing summaries in your system. Clicking any row in the billing summary list takes you to the billing summary details page. See below for a detailed description of the billing summary list.

Please note: Billing summaries are not included on every plan; if you do not them enabled, you will not see “Billing” in your navigation..

1. Client Filter
The client filter enables you to filter the list of billing summaries by client name. Simply type the client name into the filter and the list below will update to only display billing summaries that match your query.

2. Billing Summary Count
The billing summary count displays the number of billing summaries in the system. If the client filter above is applied, this number will update to match the number of results returned by your query.

3. Client Name Column
This column displays the client name associated with the billing summary. You can click the column header to sort the billing summaries by client name.

4. Period End Date Column
This column displays the period-end date for that billing summary. You can click the column header to sort the billing summaries by period end date.

5. Total Billed Column
This column represents the total amount billed in the billing summary.