The Client Balance Report shows a detailed billing related balance statement for ALL matters of a client. Balances shown are unbilled and unpaid amounts, retainer balances in operating and trust accounts.



To Access Report:


Go to Reports > Billing > Client Balance


Report Details:


Client-Matter: Choose all client-matters, or a specific one. You can choose to view active matters only. To include inactive matters, uncheck the box.


Report Print Options: Check box to apply page break between items



To preview the report, click view.


When ready, click download.