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How to Generate a Payments Collected Report?
How to Generate a Payments Collected Report?

Learn how to generate payments collected reports in Lawcus, including filtering, PDF format, and CSV format options.

Maninder Kaur avatar
Written by Maninder Kaur
Updated over a week ago

The Payments Collected report in your Lawcus account provides a comprehensive overview of all payments received from clients. It includes essential details such as the invoice number associated with each payment, the client who made the payment, the destination where the payment was sent, the payment amount, and the payment date. Additionally, the report presents the total sum of collected payments for the selected period.

To enhance your experience with the Payments Collected report, Lawcus offers a versatile analytics interface. Within this interface, you have the flexibility to adjust, filter, group, and arrange the payment data according to your specific requirements. For instance, you can easily filter information based on criteria such as bank accounts, date range, responsible attorneys, practice area, clients, or matter. This empowers you to analyze and organize the payment data in a manner that best suits your needs.

Contents:

Navigating to the Payments Collected Interface

To access the Payments Collected interface, follow these steps:

  1. From anywhere on Lawcus, click on the Dashboard option in the side menu.

  2. Click on Reports.

  3. Navigate to Payments Collected.

Filtering Payments Collected Data

You can filter the collected payment data to customize the information in the report. Here's how:

  1. In the Payments Collected interface, click the Filter button.

  2. Choose the desired metrics to filter the data included in the report.

  3. Close the filter window when you have finished applying the desired filters.

Generating a Payments Collected Report in PDF Format

You can generate payments collected report in PDF format using the following steps:

  1. Click the "Download PDF" button.

  2. When prompted, select "Save File" and then click "Ok."

  3. Open the downloaded report using any PDF reader software.

Curating a Payments Collected Report in CSV Format

If you prefer a CSV format for your payments collected report, follow these steps:

  1. Click the "Download CSV" button.

  2. When prompted, select "Save File" and then click "Ok."

  3. Open the downloaded report using any spreadsheet software.

    By following these steps, you can easily generate payments collected reports in both PDF and CSV formats, allowing you to analyze and organize your payment data effectively.

    If you have any further questions or need additional assistance, please get in touch with our support team.
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