The Client Balance Report shows a detailed billing related balance statement for ALL matters of a client. Balances shown are unbilled and unpaid amounts, retainer balances in operating and trust accounts.
To access the report, go to Reports > Billing > Client Balance
Client: Choose all clients or a specific one. You can choose to view active clients only. To include inactive clients, uncheck the box.
Report Print Options
Check box to apply page break between items.
Click View to preview the report or to download, select the preferred format (Excel/pdf) and click Download.
Learn more about generating reports.