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
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.