Overview
The Client Ledger Entries report will show all of the invoices and payments history for your client.
How To View Client Ledger Entries Report
Go to the Reports page by clicking "Reports" from the left navigation bar.
On the Reports page, click "View Report" under Client Ledger Entries.
On the Client Ledger Entries report page, you will be prompted to select a client.
Select a client from the Client dropdown.
You will see all the payments and invoices for all clients.
You can filter by:
Client
Invoice
Payment
Click "Export Reports" to view your report in CSV or PDF format
Note: Exported data will reflect the table results with any filters applied. Clear filters if you want to view all data.
If you have any questions, please feel free to contact us.