Viewing the payment summary with ‘All Clients’ selected displays payment totals for all clients in the selected fiscal year. When a client is selected, a detailed breakdown of their payments for the selected fiscal year is displayed.
Payment summary reports contain links to view clients, invoices and payments (when paired with InvoiceEM Payments+) directly in an IFRAME. With InvoiceEM Invoices+ installed, payment summaries can be downloaded as PDFs using the Download PDF link in the toolbar.
Last updated on January 13, 2020