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Client Billing Balance Report

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

Report Filters

  • 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.

View/Download

Click View to preview the report or to download, select the preferred format (Excel/pdf) and click Download.

Learn more about generating reports.

Sample Report 

Updated on November 19, 2021

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