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    How to get all billing / invoicing activity for my account for 2018

    skods
    Level 1
    ‎12-06-2019 09:06 PM
     
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    Just-Lisa-Now-
    Level 15
    Level 15
    ‎12-06-2019 09:06 PM

    You want to know what the total of all your invoices were?  The program doesn't keep track of that for you anywhere.

    What Ive done in the past is Customize the HB View with client name and invoice amount only, then print out Homebase and add up the Invoice line to get the total.


    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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    4 Comments 4
    skods
    Level 1
    ‎12-06-2019 09:06 PM
    clarification; i want to know how much i spent with proseries. what has proseries charged me for 2018.
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    Just-Lisa-Now-
    Level 15
    Level 15
    ‎12-06-2019 09:06 PM
    I'm sorry, I misunderstood the question.  I've never seen that information included anywhere, Ive always looked at the credit card statement for the initial software cost then printed the Pay Per Return Audit Trail for the any PPR additional fees.

    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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    skods
    Level 1
    ‎12-06-2019 09:06 PM
    ok thanks looking for one place has it all.
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    Just-Lisa-Now-
    Level 15
    Level 15
    ‎12-06-2019 09:06 PM

    You want to know what the total of all your invoices were?  The program doesn't keep track of that for you anywhere.

    What Ive done in the past is Customize the HB View with client name and invoice amount only, then print out Homebase and add up the Invoice line to get the total.


    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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