Guide 41
Reports: from the total to the one client
From the total you are owed to the client who owes it
The problem
Home says you are owed ninety-seven thousand dollars. Fine, but by whom? Working that out means opening every job, one at a time.
What Zeus does
Reports is two short lists: Money on top, Operations below. Every row is a report, and the money totals drill down to the invoices behind them.
Do this
Start on Reports
- More
Owed to you $96,984.72 · 11 unpaid invoices
Look at Owed to you $96,984.72 · 11 unpaid invoices
- Reports
Answers that
- Revenue
Collected to date, two hundred fifty-one thousand, month by month
- This Quarter
And what you're owed
Look at OWED
- From Unpaid Invoices · 11 invoices · tap to view
Tap that
- Summit Physiotherapy · INV-…
Summit Physiotherapy: that's your from-whom
You now have
The total, the chart, then the one client behind it.
On screen, not tapped: invoice total
ZEUS