On the Firm Dashboard, you will see a section called Billing Summary. It is a simple bar graph that breaks down Billed Amount vs. Paid Amount for a given time period. 

  • You change the time period you wish to view using the Settings button on the right side of the billing summary section.

  • When you click on one of the bar graphs, it will take you to another screen breaking down the data for that figure. 
  • When clicking on Billed Amount, it will take you to a screen that will lay out all the invoices billed during that specific time. Click on the Action button to view the invoice or review specific details about it. 

  • The very same thing will happen when you click on the Paid Amount bar. Here you can click on the Action button to view the paid invoice or see other specific details.