Process

This report allows you to track your customers ONLY if you use the checkboxes on the invoices on the customer’s page: processed, paperwork submitted, commissions paid, and follow up. You can decide how you want to use the checkboxes or how many you would like to use. You can select the areas, beginning and end dates, and then you can select the checkboxes you would like to see below. For example, if you select processed you will see the customers that are only marked processed so far.

* For your convience we have created formatting that will allow you to download this data into an export. To do this simply click on the 'Download' link found on the right side of the page and it will download into an excel format that you can print off.