Information about Sales in Billing

Billing / Sales Viewing the Sales Report

To view the Sales Report:

  1. Navigate to the Billing module and select Sales
  2. You can edit the dates that you are viewing by clicking on the calendar. You can also add filters by typing the filter in the Add filters… search box

3. You can expand the payors by clicking on the + sign. Expand it further, by clicking on the + sign next to the clients name

4. To view the timesheet, click on the blue date of service under the client’s name

To download the Sales Report:

  1. Click the cloud icon on the right-hand side
  2. Select CSV or Text file
    • If you choose CSV, click Download in the pop-up
    • If you choose Text file, it will take several minutes. A notification will appear on your Dashboard when it is ready to download