I would like to run a YTD list of clients and their payments, is this possible?
Hello @Ale
In View Clients you can apply a search for a date range and select the option for “Total Received”
Thanks Steve
really useful
Best Regards
Alan Keith
I would like to run a YTD list of clients and their payments, is this possible?
Hello @Ale
In View Clients you can apply a search for a date range and select the option for “Total Received”
Thanks Steve
really useful
Best Regards
Alan Keith