The Billing Overview is a great tool to use to view the breakdown of your monthly bill that occurs during your billing cycle. This article will show how to access the Billing Overview page in SharpSpring.
The following user roles can utilize the Billing Overview:
Accessing Billing Overview
To access the Billing Overview page, do the following:
Billing Overview Breakdowns
|In the Billing Overview, information is broken down by each individual client account.
You can navigate from by month to view previous billing cycles by clicking the left and right arrows at the top right of the Billing Overview page.
You can also export this Billing Overview report by clicking Export and then clicking Export YTD Charges or Export Month's Bill.
The information contained in the Billing Overview includes: