Totals By Accounts

This report sums up each client's invoices by number of invoices, total billed, total paid, and outstanding. Each row represents the invoices of a single client or Company.

You can filter by date and choose whether to include inactive clients. Leaving the date range blank will pull invoice data from the entire time span. 
screenshot_2024-04-18_at_10.18.13am.pngIf on Team Edition, you can filter by your clients or the clients of other coaches in your organization. 

Clicking Load refreshes the report.

To download to CSV, click the Download as CSV button at the bottom left of the report.