Account Summaries

The Account Summary tool can be used to quickly generate a full report of the client's sessions and charges within a date range specified by you.

Account Summaries are created client by client, but they will include multiple attendee sessions.

To generate an Account Summary:
    • Go to the Client Account.
    • In the left side Action Bar, click Client Summary.

    • When you click the Client Summary action, you will be prompted to choose the kind of document you wish to create. Choose Account Summary.

  • Select a Date Range.

  • Press the green Next button.
  • This will generate the Account Summary, which you can supply to your clients by Print, PDF, or Email the same way you would send an invoice or a receipt.

    Account Summaries 4