The Staff Billing report pulls data based on the Service Date or Invoice Date and Payment Date.

1. Go to Reports > Billing reports category > Staff Billing.

2. Set the Date Range, Staff, Location and Invoice Status (to only show fully paid invoices, if preferred). Click Run Report.

The report will filter by:

  • Service Date: by the Date, Service listed on the invoice


  • Invoice Date: Date the bill was created


  • Payment Date: date the payment was entered on ledger ("Date" on payment details)
  • Staff Member: who is entered under General Information on the invoice

*Unassigned* = Unapplied Payments/Credits on ledger

Deactivated staff members and archived clients are included on this report.

An invoice example of the filter criteria listed above:

Note: You can always set how many clients you can see on the screen by clicking the number of entries on top of the report from 10, 25, 50 & 100.

You can also copy or download the CSV, Excel, and PDF version directly to your computer by clicking the CSV and PDF on the upper right tab.

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