Overview
You can view your billing statements from the Billing Statements list page which is available from the left sidebar navigation. Click on the "Billing Statements" or the file icon link.
Billing Statements page includes All, Preparing, Finalized, and Processed tabs.
Billing Statements List Search
You can view all Billing Statements, search, and/or filter statements from the Billing Statements list page.
Go to the Billing Statements list page by clicking the "Billing Statements" link in the left navigation bar.
In the search bar, you can enter the statement number to search for Billing Statements
Note: This is a fuzzy match search and will return results that contain the search term you entered.
You can also filter the Billing Statements list by:
Client
Matter
Billing Contact
Status
Statement Type
Creator
Client Originator
Client Manager
Matter Originator
Matter Manager
Emailed: Yes or No
Statement Date
Sent At Date
Created At Date
Updated At Date
Click the "All Filters" button to filter by more filter options.
If you have any questions, please let us know!