Client Balance Report

Introduction

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 Report

Go to Reports > Billing > Client Balance

Report Details

Client-Matter: Choose all client-matters or a specific one. You can choose to view active matters only. To include inactive matters, uncheck the box.

Report Print Options: Check box to apply page break between items

To preview the report, click view.

When ready, click download.

Updated on June 1, 2018

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