RB User Guide > Inquiry > Client Activity

Viewing client activity

Use Client Activity to find invoices for a specific client. View invoice details. Send copies of the invoices to the client as a PDF file. Save client activity results.

1. Identify the firm

   1. Inquiry > Client Activity
   2. In the Client Activity window’s Search By pane, choose a Party Type:
      • Bill To – Firm that pays invoices.
      • Bill To Parent – Parent company of firm paying invoices.
      • Sold To – Default. Firm that schedules jobs and pays invoices unless a separate Bill To firm has been designated.
      • Sold To Parent – Parent company of firm that schedules jobs.
   3. After selecting the party type, click next to *Firm field (required) and choose the firm. (See Looking up firms).

2. Restrict results

   With the firm selected, use the additional search filters to narrow the results returned, if desired:

   • Contact

     Default is ALL. To see an individual contact’s invoices, select the contact from the drop-down.

   • Date Type

     Invoice Date – Default. Date job was billed.

     Job Date – Date job occurred.

     Post Date – Date invoice was posted in RB9.

   • Date From/Date To

     Works with Date Type. To view activity within a specific date range, enter date(s) in the field(s) or click each field’s  to select date(s) in Date Navigator.

   • Account Status

     ALL – Default.

     Show Open Invoices Only – To see only outstanding (unpaid) invoices.

     Show Paid Invoices Only – To see only paid or otherwise settled invoices (such as Voided).

   • Case

     Click to find invoices for a single case (see Looking up cases).

   • Business Units

     Profit centers or parts of your business you track separately. Default is ALL. Click to restrict search to invoices tied to specific BUs (see Lookup panel). BUs are set in Business Units.

3. View invoices

   Click . RB9 lists all of the invoices that meet the specified search condition(s). To view an individual invoice’s details, click its hyperlinked Invoice No.

   NOTE: Save the results

   To export and save the results, click and select an export file type. See Exporting & printing results.

4. Send invoices to client

   • To email current invoice(s):
     1. Check the box in the header to select all of the invoices listed, or check only the boxes next to the hyperlinked Invoice No. of specific invoices that you want to send to the client.
     2. Click Send Invoices.
     3. In the Email popup, RB9 compiles the invoices into a PDF file under Attachment(s). To send, see Emailing from RB.
   • To email original invoices or print current or original invoices, click the hyperlinked invoice number of the invoice you want to send. See Viewing & sending single invoices, step 2.

   When you send invoices by email, RB9 records the type of invoice, who received it, and when it was sent in the invoice’s Notes Log.

Reference

• Sold To vs. Bill To
• Date Navigator
• Business Units

Step-by-step instructions

• Looking up firms
• Looking up cases
• Searching in RB
• Emailing from RB
• Viewing & sending single invoices