See which miscellaneous services your clients are buying

View miscellaneous sales charges totals & averages by client

Lesson #85
Reports – Misc. Sales function

Beyond originals, copies, exhibits, rush charges, mileage, and attendance are a whole host of other charges you bill to your clients called miscellaneous service items. The Misc. Sales report summarizes billed miscellaneous charges by client for a specific date range.

When you set up RB9, you organized your miscellaneous service items into groups of related items called Service Item Subgroups. For example under the Service Item Subgroup “Delivery,” you included all of the delivery options you offer, e.g., FedEx, UPS, USPS, courier, DHL, shipping & handling. The Misc. Sales report covers one Service Item Subgroup at a time.

Today’s miscellaneous sales

The default Misc. Sales report shows all miscellaneous charges that are part of your first Service Item Subgroup that were included on any invoices posted today. Service item charges are broken down by firm billed, and the firm totals are further broken down to each contact at the firm that was billed for the relevant service items. Each firm’s listing includes their address and phone number to help you identify them correctly.

Each contact line on the report lists the contact’s name, the number of times they were billed for the service item, the total amount they were billed, and the average amount they were billed. A firm totals line appears after each firm’s contact listings. At the end of the report, grand totals for the 3 amounts (number of times billed, total amount billed, and average amount billed) are listed.

Other miscellaneous sales reports

You can generate reports for different date ranges, different Service Item Subgroups, a single service item or several from the same subgroup, service items posted for all firms under a single Parent Firm, and service items posted under one or more of your company’s business units. One way to use this report is to find out which clients are buying services you introduced recently.

You can have the results listed in alphabetical order of the billed firm’s name or in ascending order of the total amount billed. And you can have the report compile results from all contacts in each firm into single firm-wide entries in the list.

The report’s footer will display which search criteria you used to generate the particular report with the exception of blank search fields, ALL list selections, and service items. If you generate a report for a single service item or several from the same subgroup, the service items searched will appear at the top of each page of the report. If you select two or more items in the Business Units list, the report will display that as “(multiple values selected)” in the footer.

You can search for a word or phrase in the onscreen report. RB9 will highlight all instances of your searched word/phrase in the report and list them in a scroll box along with the page number where they occur. Export the report in a variety of formats to save and/or edit in another application, or print it.

NOTE: This is an RB9-only function. It is not included in RB Lite.

TL;DR: View miscellaneous sales charges totals & averages by firm and/or contact.

RB concepts in this lesson

Business Unit (BU): One of your company’s revenue centers or any entity in your business that you want to track separately.

Contact: Person who works for a firm you do business with.

Firm: Business you provide services to, usually law firms.

Service items: Regular charges that you bill to your clients are called service items in RB.

Service Item Subgroups: Groups of related service items that make billing faster, because instead of scrolling through a long, undifferentiated list of all of your miscellaneous service items, you can locate individual items quickly in their small subgroups.

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