Report - Payment Totals for each client for 2013
Can you tell me how to create a report that tells me how much each client paid me in 2013? All I need is the total amount. I need it for tax purposes. Thanks, Mary
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Support Staff 1 Posted by Seth B on 13 Jan, 2014 07:33 PM
Hi Mary,
Unfortunately we don't have a single report that contains that information.
If you want something like that you'll need to go under Home > Reports,
then used the Advanced Search > Payments tool to pull yearly information
client-by-client.
2 Posted by Mary Higgins on 13 Jan, 2014 07:37 PM
OK. Thanks for your quick response. I have done that. Perhaps this type of
report could be added in the future?
Mary Higgins webdesign
phone: 415-846-3366
website: www.maryhigginswebdesign.com
email: [email blocked]
Support Staff 3 Posted by Seth B on 13 Jan, 2014 08:04 PM
Perhaps. Can you explain more of the use case? You mentioned it was tax
related, but what specifically are you pulling client-by-client numbers for?
On Monday, January 13, 2014, Mary Higgins wrote:
4 Posted by Mary Higgins on 13 Jan, 2014 08:31 PM
I want to know who may be sending me a 1099 and/or if I should send them my
W-9 form.
Mary Higgins webdesign
phone: 415-846-3366
website: www.maryhigginswebdesign.com
email: [email blocked]
Support Staff 5 Posted by Seth B on 13 Jan, 2014 08:47 PM
Makes sense. Ok, thanks!
On Monday, January 13, 2014, Mary Higgins wrote: