Overview
You can view all of your client's balances with all billed invoices and payments that exist in the Firm Settings > Legacy Billing table directly in ZenCase from the Reports page. This report will show all of the invoices with payments imported into the Legacy Billing table associated for each client's matter with the balances for total fees, total expenses, and net total.
You will view a detailed report that will include:
Invoice Number
Payment Number
Date (Invoice or Payment)
Description
Status
Total Amount
Matter Total Balance
Client Total Balance
How To View Client Invoices & Payments Report
Go to the Reports page by clicking "Reports" from the left navigation bar.
On the Reports page, click "View Report" under Client Invoices & Payments Legacy.
On the Client Invoices & Payments Legacy report page, you will first need to select the client to view the invoices and payments for each client's matter.
Choose the Client, Matter, Invoice, or Payment to view the report.
You can filter by:
Client
Matter
Invoice
Payment
Include Zero Balance: Yes or No
Click "Export Reports" to view your report in CSV format
Note: Exported data will reflect the table results with any filters applied. Clear filters if you want to view all data.
If you have any questions, please feel free to contact us.