Overview
You can view the Invoice A/R Aging Report in your firm directly in ZenCase from the Reports page. This report will show the invoice A/R aging data in the overdue ranges of Current, 1-30 days, 31-60 days, 61-90 days, 91-120 days, and over 120 days.
How To View Invoice Aging Report
Go to the Reports page by clicking "Reports" from the left navigation bar
On the Reports page, click "View Report" under Invoice A/R Aging
You will see A/R aging data for all firm invoices with the following columns:
Invoice Date
Invoice Number
Client
Matters
Status
Due At
Bill Amount
Paid Amount
Current
1-30 Days
31-60 Days
61-90 Days
91-120 days
120+ Days
Private Note
You can filter by:
Status
Client
Matter
Client Originator
Client Manager
Matter Originator
Matter Manager
Charge Member
Billing Contact
Billing Cycle
Billing Type
Division
Charge
Tags
Payment
Invoice Date
Due Date
Created At Date
Updated At Date
Total Amount
Due Amount
Paid Amount
Overdue Days
In QuickBooks: Yes or No
Sent to E-Billing: Yes or No
Has LEDES: Yes or No
Pre-Bill Creator
Generated By
Trust Funds Available
Click "Settings" in the top right of the table results to turn on and off columns to display
Click "Export Report" to view your report in CSV or PDF 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.