The Top Clients by Amount Invoiced report lists your clients in descending order based on the total amount invoiced between the selected dates.
This report shows which clients and projects generate the most revenue and is commonly used for reporting and when applying for professional indemnity insurance, where ranking your top clients is often required.
Because the report also includes the value of time spent on those same clients, it’s useful for understanding where your time is delivering the greatest return. It can also support business development decisions, planning for lower-performing clients, and providing helpful context for accounting and financial review.
Top Clients by Amount Invoiced Report
Go to Reports >> Performance Reports >> Invoicing section >> click on ‘Top Clients by Amount Invoiced’ and select the required date range.
You can also optionally filter this report by Client Office and Job Owner1.
Now click on the ‘Report Options’ button and select one of the preview options. The Top Clients by Amount Invoiced Options box appears.
Select from the options and click on the preview button to preview the Top Clients by Amount Invoiced report.
Top Clients by Amount Invoiced – with project details
You can also choose to show the Job Details in the report by ticking the box in the options.
This will show the distribution of the amount invoiced between the selected dates within the various jobs of the clients.
Understanding the data
The Top Clients by Amount Invoiced report shows the following information –
- Time Value
- Disbursement Value
- WIP Total Value and
- Amount Invoiced
Time Value
The time value is the charge rate extension, the total value of time (eg. 3 hours at $250 = $750), for time assigned to invoices within the selected period (regardless of the timesheet dates, or when the time was assigned).
The figures here will correlate to those in an Invoices by Client report for the same period, the Invoice Listing report, or from data in the Assigned Time and Disbursements report.
Disbursement Value
The disbursement value is the charge rate extension total of office disbursements and employee disbursements for invoices between the selected dates.
The figures here will correlate to those in an Invoices by Client report for the same period, the Invoice Listing report, or from data in the Assigned Time and Disbursements report.
WIP Total Value
The WIP Total Value refers to the total WIP assigned, not the WIP remaining. It represents the combined total of the Time Value and Disbursement Value columns.
As noted above, these figures are the total charge extension values for time and disbursements that have been assigned to invoices, for invoices dated within the selected date range.
Amount Invoiced
The amount invoiced is the total value of invoices (excluding tax) for the selected dates.
This includes committed and uncommitted invoices. The figures here will correlate to those in an Invoice Listing report, or from data in the Load Invoice screen for the same period (to reconcile you’ll need to ensure you are reporting on all invoices, not just committed invoices).
If you are running this report including project details, sometimes the amount invoiced by projects may vary, especially if you are assigning time for more than one project per invoice. In that case, you will need to run an invoice report by project to get the numbers the same.
Video: Top Clients by Amount Invoiced
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