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reports [2014/11/07 18:51]
Jaco van Wyk
reports [2014/11/12 11:26] (current)
Lisa Adams
Line 24: Line 24:
 | [[https://​billing.snapbill.com/​report/​expiring_cards|Expiring Cards]] | This is a list of all clients with credit cards that are due to expire. This is useful for updating your clients before debit runs to avoid failed collections. This report will only appear if you have clients with credit cards.| | [[https://​billing.snapbill.com/​report/​expiring_cards|Expiring Cards]] | This is a list of all clients with credit cards that are due to expire. This is useful for updating your clients before debit runs to avoid failed collections. This report will only appear if you have clients with credit cards.|
 | [[https://​billing.snapbill.com/​report/​invoices|Invoices Report]] | A report listing all invoices sent including the invoice number which links to the actual invoice, the date, due date, totals, statuses and client information etc. You can also view an invoice line report with data per line. | | [[https://​billing.snapbill.com/​report/​invoices|Invoices Report]] | A report listing all invoices sent including the invoice number which links to the actual invoice, the date, due date, totals, statuses and client information etc. You can also view an invoice line report with data per line. |
-| [[https://​billing.snapbill.com/​report/​quotes|Quote Report]] | A report listing all quotes sent including the quote number which links to the actual quote, the date, due date, totals, statuses and client information etc. |+| [[https://​billing.snapbill.com/​report/​quotes|Quote Report]] | A report listing all pending ​quotes sent including the quote number which links to the actual quote, the date, due date, totals, statuses and client information etc. (note: this will not include accepted quotes as they are converted to invoices, neither will it reflect rejected quotes as they are null and void.) ​|
 | [[https://​billing.snapbill.com/​report/​orders|Orders Report]] | This is a report listing all orders that were made via either the client area login or SnapBill signup page. See more about [[client_area]] and [[signup_forms]]. ​ | | [[https://​billing.snapbill.com/​report/​orders|Orders Report]] | This is a report listing all orders that were made via either the client area login or SnapBill signup page. See more about [[client_area]] and [[signup_forms]]. ​ |
 | [[https://​billing.snapbill.com/​report/​payments|Payments Report]] | A collective report on all payments captured, the payment date, currency, amount and client numbers are available. ​ | | [[https://​billing.snapbill.com/​report/​payments|Payments Report]] | A collective report on all payments captured, the payment date, currency, amount and client numbers are available. ​ |
reports.txt ยท Last modified: 2014/11/12 11:26 by Lisa Adams