The Invoice Journal shows a breakdown of all invoice details (amounts), payments received, and current balances for invoices generated during a particular period of time.
To access the report, go to Reports > Accounting (Matters) > Invoice Journal.
Report Filters
- Matter Owner: Choose all matter owners or a specific matter owner.
- Area of Law: Choose from the list of Areas of Law previously selected in the Add/Edit Matter screen.
- Invoice Date Range: The date range options you have are All Dates, Last Month, Last Year, This Month, and This Year.
Client: Choose all clients or a specific one. You can choose to view active clients only. To include inactive clients, uncheck the box.
- Client-Matter: Check the box to view all client matters. To choose a specific matter, uncheck all client matters and type in the matter name. Check the box to view active matters only. Uncheck the box to view inactive matters.
Selection dates are used to find invoices issued in that date range. For those invoices found, all details are pulled (not just in the selected date range).
- All payments and write-offs are included.
- The ‘Other’ Column: Includes Late Fees and Finance Charges.
- The Soft Cost column: Includes soft cost expenses and overhead charges.
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
