What’s the difference between Client’s YTD / Life-time Session Sales (the red box below) vs YTD / LIfe-Time Bill-to Sales (the blue box below) found on the Summary tab of the client record?
HERE’S A FLASH FOR YOU!
Did you know you can toggle between viewing All Invoices, Session Invoices Only, and Bill-To Invoices only?
Any Session invoice that is on this client’s record, whether they are the Bill-To client invoices or not, will be tallied in the Session Sales.
Any invoice where the client is the Bill-To client, whether it’s a Generic Invoice, or on another client’s session record, will be tallied on the Bill-To Sales.
