The Invoice History report provides users with detailed historical information about invoices grouped by the client or responsible attorney. This report includes important details such as invoice status, the amount paid, and the outstanding balance (where applicable).
Additionally, the report's dashboard displays a summary of your firm's billing activities, including the gross amount billed, invoice discounts given, and the total sum of flat fees, tax rates, expenses, and time entries invoiced over the desired period. This information facilitates quick reconciliation and review of your payables activities.
Please note that only invoices marked as sent or paid will appear on the report.
Contents:
Navigating to the Invoice History Dashboard
To access the Invoice History dashboard, follow these steps:
From anywhere on Lawcus, click on "Dashboard" in the side menu.
Select "Reports."
Choose "Invoice History" report.
Filtering Invoice History Data
You can filter the invoice history data to suit your specific needs. Here's how:
Click on the "Filter" button.
Choose the metrics you wish to filter for details featured in the report.
Close the filter window once you have finished selecting your filters.
Generating an Invoice History Report in PDF Format
To generate an invoice history report in PDF format, follow these steps:
Click on the "Download PDF" button.
Select "Save File" and then click "Ok."
Open the downloaded report using any desired software capable of viewing PDF files.
Curating an Invoice History in CSV Format
If you prefer to compile an invoice history in CSV format, follow these steps:
Click on the "Download CSV" button.
Choose "Save File" and then click "Ok."
Open the report using any spreadsheet software that supports CSV files.
By following these steps, you will be able to generate and access comprehensive invoice history reports in the desired format, helping you manage and review your firm's invoicing activities more effectively.