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I need to reconcile my team member billing, how do I do this?

Bookem supports multiple team members and allows the extraction of their billing reports.

Here's how:

  • Now, set the date range for the report

  • Click 'download'

  • An Excel table will be exported, which allows you to view the following:

The spreadsheet will filter for the following information:

  • Invoice number

  • Issue date

  • Due date

  • Client name

  • Associated team member/ resource - this is based on their bookings

  • Invoice total

  • Credit applied

  • Payments made during the period selected

  • Invoice payment status

Learn more: