Hi,
Thank you.
I need to set up the new credit limits to begin with.
For that I need to see how much a company is billing for a period of time.
Ideally I would like this to be a report that lists all our clients and the amount they billed for a specific period.
That way I can see that Company A has billed 35,000 for March 2016 for instance.
If I could have that over the period of a year, say for 2015 - a list of all our clients and the amount per month billed it would be great.
Do you think there is any way to get that information? Such a report?
Thanks again for your assistance.