PLEASE NOTE:
The majority of the contents in this guide apply to both StudioPlus Spectra AND myStratus Desktop.
In most cases, instructions referring to "Spectra" also apply to myStratus Desktop.
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Home > Clients > Client How To's > Client's Summary: YTD totals explained
Client's Summary: YTD totals explained

What's the difference between Client's YTD / Life-time Session Sales (the red box below) vs YTD / LIfe-Time Bill-to Sales (the blue box below) found on the Summary tab of the client record?



 

HERE'S A FLASH FOR YOU!

Did you know you can toggle between viewing All Invoices, Session Invoices Only, and Bill-To Invoices only?  

 
 
Any Session invoice that is on this client's record, whether they are the Bill-To client invoices or not, will be tallied in the Session Sales.





  Any invoice where the client is the Bill-To client, whether it's a Generic Invoice, or on another client's session record, will be tallied on the Bill-To Sales.
















 






See also
Creating a Client
Creating a Client from a Family Member
Deleting a Single Client
Deleting a Group of Clients
Exporting Clients
Finding a Client
Importing Clients
Handling Duplicate Clients
Communicating with a Client
Merging Two Clients
Attaching a File
Net Promoter Scores (NPS) (myStratus Only)
Using Client Groups
Adding Clients to a Group
Removing Clients from a Group
Using Lead Sources
Using Client Status Triggers
Using Client Status Due Date
Loyalty Rewards
Adding Family Members
Finding a Family Member
Adding Clients to a Marketing Plan
Choosing the Client Image
Setting up the Client Number System
Printing a Client Profile
Printing a Client List
Tracking Referrals
FAQ - How to track sports teams
FAQ - Membership Plans


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