Client Balance Report

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 the report, go to Reports > Billing > Client Balance

Report Filters

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

Report Print Options

Check box to apply page break between items.

View/Download

Click View to preview the report or to download, select the preferred format (Excel/pdf) and click Download.

Learn more about generating reports.

Sample Report