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Client Billing Balance Report

Introduction

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

Report Details

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

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To preview the report, click view.

When ready, click download.

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Updated on July 3, 2019

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