How to Generate Reports for Open Invoices and Payments for a Client in Practice Pro
Practice Pro offers robust reporting tools to help you manage client billing efficiently. Two key reports can assist you in tracking open invoices and payments for a client:
1. Viewing Open Invoices Across Multiple Matters
To see all open invoices for a single client across multiple matters, use the Matter A/R Aging Report. This report organizes accounts receivable (open balances) by matter, making it easy to identify outstanding invoices for a specific client. To generate this report:
Navigate to the Reports section in Practice Pro.
Select the Matter A/R Aging Report.
Apply a filter for the specific client to view their open balances across all matters.
This report is particularly useful for gaining a comprehensive view of a client’s outstanding invoices across various matters.
2. Viewing Detailed Invoice Numbers and Payment Statuses
If you need to see the actual invoice numbers and payment statuses for a client, use the Client Invoices and Payments Report. This report lists individual invoices along with their payment details, allowing you to identify which invoices remain open. To generate this report:
Go to the Reports section in Practice Pro.
Select the Client Invoices and Payments Report.
Filter the report by the client to view their specific invoice and payment details.
This report is ideal for detailed tracking of individual invoices and payments. By using these two reports, you can efficiently manage and track client billing information in Practice Pro.