The Invoice History report gives users detailed historical information about invoices which is grouped by client or responsible attorney, covering details such as the status, the amount paid, and outstanding balance, where applicable.
You'll also find on this report's dashboard a total of your firm's gross amount billed, invoice discounts given, as well as the sum of flat fees, tax rates, expenses, and time entries amounts invoiced over the desired period. This information aids quick reconciliation and review of your payables activities.
Note: Only invoices marked as sent or paid will appear on the report.
Navigating to invoice history dashboard
To navigate to the invoice history dashboard:
Filtering invoice history data
To filter invoice history data to satisfaction:
Tap the Filter button
Choose metric(s) to filter details that's featured in the report
Close the window once done filtering
Generating an invoice history report in PDF format
To generate an invoice history report in PDF format:
Click the Download PDF button
Tap Save File and then Ok
Open up the downloaded report with any desired software
Curating an invoice history in CSV format
To put together an invoice history in CSV format: