The Client Ledger report lists all events that have affected the balance of a client’s account. The report is available to view from the Client Profile page and is also able to be sent by email. The report covers the entire history of the account,  including all invoices, payments, and credits from the beginning of the account to the current date. Each page of the report has a total for the current page, and the current account balance.

Accessing the Report

1. From the Ubersmith Dashboard, click either Clients or Go to Client Manager.
   
   The Client Manager Dashboard appears.
2. From the Client Manager Dashboard, click View All Clients.
   
   The Active Clients page appears.
3. From the Active Clients page, select the client for whom you want to run the report.
   
   The Client Profile page appears.
4. From the Reports menu on the Client Profile page, select Client Ledger.
   
   The Client Ledger report appears.

Filtering

• Narrow the results of the report by entering a beginning date in the View From and an ending date in the To field.
• Removing the dates returns the full history.
   

Emailing the Report

1. From the Client Ledger page, click Send to client as PDF.
   
   The Send Client Ledger PDF page appears with the sender and recipient fields automatically populated.
2. From the Template field, select a template, if desired.
3. In the Subject field, enter a subject for the email.
4. In the Message field, enter an email message for the recipient.
5. Click Send.
   
   
   
    

Related Topics 

Ubersmith Reports