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.
- 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.
Click View to preview the report or to download, select the preferred format (Excel/pdf) and click Download.
Learn more about generating reports.