The Client Billing Balance Report shows a detailed balance statement for ALL matters of a client as of a particular date. The balances shown are unbilled and unpaid amounts.



To Access Report:


Go to Reports > Billing > Client Billing Balance


Report Details:


Client-Matter: Check the box to view all clients. To view a specific client, uncheck box and type in the client name. Uncheck the box to view inactive clients.


Dates: Choose a date, by clicking the drop-down arrow or choose till today, till last month, till last year


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



To preview the report, click view.


When ready, click download.