Category Archives: Lesson
View all paid invoices for a set time period
Lists all invoices paid within the specified period, from first paid to latest paid …
View monthly client activity reports
Easily view each client’s financial activities for a month, including the balance on any unpaid invoices …
Remind clients of overdue invoices
Send clients monthly statements listing their overdue invoices to prompt payments. Include the current invoices or send overdue invoices instead of statements …
Find overdue invoices & act on them easily
Set collection priorities by finding the clients who owe you the most for the longest amount of time or by using features in this interactive report to target past due clients. Then use the tools in the report to contact clients with all the facts at your fingertips …
Prepare monthly journals for your accountant
Print or email monthly journal reports to your accountant …
Assess finance charges
Use this function to do 3 things: Generate finance charges, clear finance charges, and view your history of finance charges …
Keep track of A/R balances
Use this audit function to see accounts receivable balances for any date — for example if you need to reestablish a starting balance as of a certain date …
Run 3 daily register reports at once
Monitor your posted transactions daily with these reports — or check on unposted transactions and other time periods …
Provide resources with billing reports
Provide resources with billing reports instead of invoices to see what they can expect to be paid for work they have done …
Handle non-cash transactions
Keep your RB ledger accurate by including all types of transactions beyond payments — such as bounced checks, refunds, and miscellaneous receipts …
