Report - Payment Totals for each client for 2013

Mary Higgins's Avatar

Mary Higgins

13 Jan, 2014 06:55 PM

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

  1. Support Staff 1 Posted by Seth B on 13 Jan, 2014 07:33 PM

    Seth B's Avatar

    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. 2 Posted by Mary Higgins on 13 Jan, 2014 07:37 PM

    Mary Higgins's Avatar

    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]

  3. Support Staff 3 Posted by Seth B on 13 Jan, 2014 08:04 PM

    Seth B's Avatar

    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. 4 Posted by Mary Higgins on 13 Jan, 2014 08:31 PM

    Mary Higgins's Avatar

    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]

  5. Support Staff 5 Posted by Seth B on 13 Jan, 2014 08:47 PM

    Seth B's Avatar

    Makes sense. Ok, thanks!

    On Monday, January 13, 2014, Mary Higgins wrote:

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