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.
Accessing Billing Overview
To access the Billing Overview page, do the following:
Step One: Log in to your account.
Step Two: In the top-right corner, click the icon.
Step Three: Click Settings.
Step Four: On the left side, under Agency Tools, click Billing Overview.
Billing Overview Breakdowns
In the Billing Overview, information is broken down by each individual client account. You can navigate from month to 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: