What are you invoicing today?
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Frequently Asked Questions

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How do I enable account activity reports and the total invoiced report

The application allows you to activate the account activity report and the monthly total invoiced.

To activate, follow the steps:

Click on ‘Configurations’;

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Then  ‘Periodic reports’;

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Here you can enable the  periodic report that include detailed information about the activity of the users within this account by clicking the box shown in the image.

Set the e-mail and the frequency.

Follow the same procedure with the Amounts invoiced Monthly report , except that in this case, we set the reporting period and the report creation day.

E.g. 1: if the reporting period is 1 month and the day is 10, then on February 10th you receive the report for January 1-31.

E.g. 2: if the period is 3 months and the day is 15th, then on 15th of April you get the report for the period January 1st – March 31st.