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 Report
Go to Reports > Billing > Client Billing Balance
Client-Matter: Check the box to view all clients. To view a specific client, uncheck 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
To preview the report, click view.
When ready, click download.