This report provides a proper reconciliation of the discounts/write-offs applied to an invoice.



To Access Report:


Go to Reports > Collection > Invoice Discounts/Write-Offs Amount


Report Details:


Matter Owner: Choose all matter owners or a specific matter owner


Date Range: The date range options you have are All Dates, Last Month, Last Year, This Month, and This Year


Client-Matter: Check the box to choose all client-matters. To choose a specific matter, uncheck box and type in the client matter name. You can choose to view active matters only by checking the box. To choose inactive matters, uncheck the box.



To preview the report, click view.


When ready, click download.