How to Generate Open Invoice Reports for a Single Client in Practice Pro
If you need to view open invoices for a specific client in Practice Pro, there are multiple reports that can assist with this task depending on the type of information required. Below is a guide to help you identify and use the appropriate reports.
Overview of Reports for Client Financial Data
Practice Pro offers targeted billing reports for tracking open balances across matters or viewing individual invoice details.
Matter A/R Aging Report This report shows accounts receivable (open balances) organized by matter. It allows users to filter data for a specific client and view outstanding invoices across that client’s matters. - Use this when you want an overview of a client’s open invoices grouped by matter. - Learn more at .
Client Invoices and Payments Report This report lists individual invoices and their details (such as invoice numbers) as well as payment information. It is ideal for identifying which specific invoices remain open. - Use this when you need detailed information, including the exact invoice numbers. - Learn more at .
Detailed Steps for Running Reports
1. Using the Matter A/R Aging Report
Navigate to the Billing Reports section in Practice Pro.
Select the Matter A/R Aging Report from the list.
Apply the necessary filters by: - Choosing the specific client you wish to generate data for. - Adjusting the report timeframe if required.
Run the report to view accounts receivable grouped by matter with outstanding balances.
Export or print the report for your records, if needed.
Use Case: Reviewing open invoices for a client who has multiple matters to determine their total outstanding balance.
2. Using the Client Invoices and Payments Report
Go to the Billing Reports section in Practice Pro.
Select the Client Invoices and Payments Report.
Filter the report based on: - The specific client whose invoices you want to view. - Date range or other criteria as needed.
Run the report to see a breakdown of individual invoices, including their numbers and payment statuses.
Use the report to identify open invoices and any pending payments.
Use Case: Verifying the status of a specific invoice or confirming which invoices for a client remain unpaid.
Best Practices
Use filters wisely: Always apply client-specific filters to avoid generating excessive and irrelevant data.
Export data for audits: Export reports as PDFs or CSVs for easier analysis outside of Practice Pro.
Frequent checks: Use these reports regularly to stay updated on the financial status of your clients.
By following the instructions above, you can seamlessly generate open invoice reports tailored to a single client in Practice Pro. These reports provide critical financial insights to aid in better tracking and management of billable accounts.