The Run a Billing Report feature allows users to quickly generate detailed reports on billing activities, providing a clear overview of financial transactions related to the security services provided. This functionality facilitates financial management by supplying accurate data for invoicing different agency contracts and, in this way, the amounts to be billed to clients.
How to use it:
- Access the menu bar: log in to your account, go to the main menu located on the left side of your screen, and then click on the Reports tab at the bottom of the list
- Reports: once on the Reports page, go to the second tab, Billing, located at the top left of your screen
- Export a report: before exporting your report, you can choose the start and end dates for the period you want your report to cover, as well as the type of report you want to export (CSV or PDF). Once this information is entered, you will be able to export it
- Filters: if you want to extract specific information about a client, you can apply a filter by clicking on the tab of the same name located on the right side of your screen, next to the Export tab.