Overview

You can view the Invoice A/R Aging Report in your firm directly in ZenCase from the Reports page. This report will show the invoice A/R aging data in the overdue ranges of Current, 1-30 days, 31-60 days, 61-90 days, 91-120 days, and over 120 days.

How To View Invoice Aging Report

Go to the Reports page by clicking "Reports" from the left navigation bar
On the Reports page, click "View Report" under Invoice A/R Aging
You will see A/R aging data for all firm invoices with the following columns:
- Invoice Date
- Invoice Number
- Client
- Matters
- Status
- Due At
- Bill Amount
- Paid Amount
- Current
- 1-30 Days
- 31-60 Days
- 61-90 Days
- 91-120 days
- 120+ Days
- Private Note
You can filter by:
- Status
- Client
- Matter
- Client Originator
- Client Manager
- Matter Originator
- Matter Manager
- Charge Member
- Billing Contact
- Billing Cycle
- Billing Type
- Division
- Charge
- Tags
- Payment
- Invoice Date
- Due Date
- Created At Date
- Updated At Date
- Total Amount
- Due Amount
- Paid Amount
- Overdue Days
- In QuickBooks: Yes or No
- Sent to E-Billing: Yes or No
- Has LEDES: Yes or No
- Pre-Bill Creator
- Generated By
- Trust Funds Available
Click "Settings" in the top right of the table results to turn on and off columns to display
Click "Export Report" to view your report in CSV or PDF format
- Note: Exported data will reflect the table results with any filters applied. Clear filters if you want to view all data.