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Home > Client Management > Downloading/Printing Client Account Statements and Invoices
Downloading/Printing Client Account Statements and Invoices
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How to Download/Print full Client Account Statements 

 

  1. Select Reports in the Home Dashboard

    Screen_Shot_2018-08-29_at_5.27.29_AM.png
     
  2. Select Financial on the left hand side menu bar

    Screen_Shot_2018-08-29_at_5.28.34_AM.png
     
  3. Go to the Revenue History Report

    Screen_Shot_2018-08-29_at_5.29.52_AM.png
     
  4. Filter for the desired client and dates using the calendar icons, Apply Dates Filter button, + icon and tick icon

    Screen_Shot_2018-08-29_at_5.32.24_AM.png
     
  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. 

    Screen_Shot_2018-08-29_at_5.39.01_AM.png
     

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. 

    OFS_choose_client.png
     
  3. Navigate to the Payment tab

    Screen_Shot_2018-08-29_at_4.26.59_AM.png
     
  4. Locate the required payment in the Payments Table at the bottom of the page
  5. Select the ‘eye’ icon to view the details


    Screen_Shot_2018-08-29_at_4.47.09_AM.png
     
  6. Locate the payment again in 'Payment History' and select the ‘eye’ icon

    Screen_Shot_2018-08-29_at_5.44.23_AM.png
     
  7. Select ‘Print Invoice’ in the bottom right hand corner

    Screen_Shot_2018-08-29_at_5.45.53_AM.png
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