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.