Invoice Summary with Payment Allocations
An Invoice Summary Report overviews all invoices issued during a specific period. The report typically includes a summary of the total amount of invoices issued, the number of invoices issued, and the Client-Matters within a specified date range.
To access the Report, select Reports>Standard Reports>Invoices, Payments and Trusts>Invoice Summary with Payment Allocations. The toggle button should be turned on in the last column; otherwise, the link will open the standard report.
To generate the Invoice Summary with Payment Allocations, select the appropriate parameters:
– Client: Use the pop-up dialog to select the ‘All’ option or choose from the list of available Clients.
– Responsible Timekeeper: Responsible Timekeeper field is helpful for Timekeeper Commissions. If an Originating Timekeeper is assigned to a Matter, commissions can be distributed based on the commission percentage set up against the Originator.
– Category: This is the ‘Matter Category’ associated with the Timekeepers. To pull data based on Categories, select a Category or multiple Categories or select the ‘All’ option.
– Sub-Category: If Sub-Categories have been created for the main Category, select from the list.
– Invoice Date – The date range during which the Invoices were created. Leaving it blank will allow you to bill as far back as possible. The down arrow in the date field lets you set the current Day.
– Invoice Number – Enter a range of numbers or leave the fields blank to fetch all the Invoices.
– Billing Category – Used to generate Invoices for a specific billing category. These categories are created under the Client>Settings>Billing Categories tab. To learn more, click here on Billing Categories.
– Group By – Group the Report by
– Client & Matter
– Category & Client & Matter
Sample data with default values:
Report generated with the Payment Allocations checkbox selected:
