The Client Billing Balance Report shows a detailed balance statement for ALL matters of a client as of a particular date. The balances shown are unbilled and unpaid amounts.
To access the report, go to Reports > Billing > Client Billing Balance
- Client-Matter: Check the box to view all clients. To view a specific client, uncheck the box and type in the client name. Uncheck the box to view inactive clients.
- Dates: Choose a date, by clicking the drop-down arrow or choose till today, till last month, till last year.
Report Print Options
- Check the 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.