Invoices, Payments, & Trust Reports

In this article:

  1. Invoice Summary with Payment Allocations
  2. Aged Invoices
  3. Invoices and WIP Aging
  4. Cash Receipts
  5. Payment History
  6. Trust Banking

Invoice Summary with Payment Allocations report

A summary of invoices with payment allocations grouped by the client.

Example of Invoice Summary with Payment Allocations report with default parameters selected:


Aged Invoices Report

A list of aged invoices by Client.

Example of Aged Invoices report with default parameters selected:


Invoices and WIP Aging Report

Shows the total of unpaid invoices and work in progress, used to determine the total amount owed by a client.

Example of Invoices and WIP Aging report with default parameters selected:


Cash Receipts Report

A list of credits and payments grouped by Client.

An example of a Cash Receipts report generated with default parameters selected:


Payment History Report

A list of payment allocations grouped by Client.

An example of a Payment History report with default parameters selected:


Trust Banking Report

Shows Trust transactions and Trust balances by Client and Matter.

Example of a Trust Banking report generated with default parameters selected:

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