Client Summary Report

See a per-client breakdown of invoices, payments, expenses, and outstanding balances. Quickly identify your top clients and who still owes money.

How to Access

Open Reports

Navigate to the Reports screen from the menu.
Select the Client Tab

Tap Client to view the per-client breakdown.
Set the Date Range

Choose a start and end date to filter the report to a specific period.

Each row represents one client. The columns show financial totals for that client during the selected date range.

Column	Description
Client Name	The name of the client.
Total Pending	Invoice amounts sent but not yet paid.
Total Paid	Total payments received from this client.
Total Overdue	Unpaid invoices that have passed their due date.
Total Invoiced	Sum of all invoices issued to this client.
Total Service	Billable service hours and labor for this client.
Total Expense	Expenses recorded against this client.
Total Service & Expense	Combined service and expense total.
To Invoice	Work completed but not yet billed. Click to create an invoice.

Totals across all clients are shown in the footer row at the bottom of the report.

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Tap any column value on a client row to see the underlying invoices, expenses, or transactions that make up that total.

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Tap the To Invoice amount to create an invoice for work that hasn't been billed yet.

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Compare Total Paid across clients to see who generates the most revenue for your business.

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Tap the download button to export the client report as a CSV file.

Tip: Run this report at the end of each month to catch any unbilled work and follow up on overdue payments.