Overview
You can view all of your client's balances with all billed invoices and payments directly in ZenCase from the Reports page. This report will show all of the billed invoices with payments associated for each client's matter with the balances for total fees, total expenses, and net total.
You will view a detailed report that will include:
Invoice Number
Payer
Date (Invoice or Payment)
Due Date
Payment Type
Payment Reference
Total Fees
Total Expenses
Total Amount
Matter Net Total Fees
Matter Net Total Expenses
Matter Net Total Amount
Client Net Total Fees
Client Net Total Expenses
Client Net Total Amount
How To View Client Invoices & Payments Report
Go to the Reports page by clicking "Reports" from the left navigation bar.
On the Reports page, click "View Report" under Client Invoices & Payments.
On the Client Invoices & Payments report page, you will first need to select the client to view the invoices and payments for each client's matter.
Choose the Client, Matter, Payer, or Invoice to view the report.
You can filter by:
Client
Matter
Payer
Invoice
Include Zero Balance: Yes or No.
Invoice Date
Invoice Due Date
Payment Date
Click "Export Reports" to view your report in CSV format
Note: Exported data will reflect the table results with any filters applied. Clear filters if you want to view all data.
If you have any questions, please feel free to contact us.