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Viewing Billing Reports

How to review and download billing reports

Chelsea Flood avatar
Written by Chelsea Flood
Updated over a week ago

View Billing Reports

Billing Reports summarize the fees that will be applied to each account.

To view details and download your Billing Reports, select the Billing tab on the top left of the Revenue page, and scroll down to the bottom.

Each row will display an instance you ran billing. Detailed in columns are the billing date, date the billing report was created, total group balance of all accounts billed, amount debited, split payout amount (if your firm uses splits), firm share, and whether invoices were created.

In the far right column you'll see the three dots menu which gives you the following options:

  • Download Fee Upload or Download Invoices will download the files you'll need to upload to the custodian in order to receive your billing payments.

  • Details will open a new page where you can review the details of that billing report.

  • Remove will permanently remove this instance of billing, as well as any invoices created. 


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