If you’re using version 3 - click here for the transition milestone dates and the transition calls.

How can I use the Income by Accounts Report?


The Income by Accounts Report lists the clients who are either actively being billed, or those who are no longer being billed. To generate an Income Accounts Report: Go to Reports menu > section 'Invoices/Payments' > Income by Accounts Report (system version 4), respectively Reports menu > Income by accounts (system version 3). Choose the date range using the data fields and click the button 'Run Report' (system version 4), respectively the 'Generate' button (system version 3). A new page will the loaded with columns showing the accounts and the amounts paid, waived or still in balance.

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