How to Download/Print full Client Account Statements 

1. Select Reports in the Home Dashboard
   
   
    
2. Select Financial on the left hand side menu bar
   
   
    
3. Go to the Net Revenue Detail
   
   
    
4. Filter for the desired client and dates using the calendar icons, Apply Dates Filter button, + icon and tick icon
   
   
    
5. A list of matches to your filtered search will auto populate below this menu. Download the report by selecting the 'downward arrow' icon and send it to the desired client or print from your device. 
   
   
    

How to Download/Print Individual Payment Invoices 
 

1. Go to the Client Tab in the Home Dashboard
   
   
    
2. Search the desired client by name, email address or phone number. 
   
   
    
3. Navigate to the Payment tab
   
   
    
4. Locate the required payment in the Payments Table at the bottom of the page
   
   
    
5. Select the ‘eye’ icon to view the details
   
   
    
6. Locate the payment again in 'Payment History' and select the ‘eye’ icon
   
   
    
7. Select ‘Print Invoice’ in the bottom right hand corner