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

Bookem supports multiple team members and extracting reports on their billing is as easy as selecting "Accounts - Invoices" - click on the "export" button, set your date range and "download"

Select your date range and Download

This will export to an Excel table, which allows you to view and filter 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