"Reports" Button

The Invoice Report will give you a report on all outstanding invoices in the system.

The Client Payment History report can be useful if you want to track a particular client's payment record.

The Sales Rep Report will give you a report on the current and historical sales representative activity.   To learn more about Sales Reps, see: Sales Reps    

The Referral History Report will give you a report for all referral partners.   This can be useful when tracking who sent you clients, and when.   To learn more about Referral Partners, see: Referral Partners  

Click on Client Maintenance to view

The Client Dispute Letters Report can be useful when you want to furnish your client with a history of all that has been done on their account.   To learn more about client reports, see :   Client Reports

This feature allows you to print a client credit score report.   To learn more about printing reports for clients, see: Client Reports