This option generates a PDF with the most up-to-date summary of all outstanding finalized invoices for the matter. It includes the invoice date, number, description, total value, amount paid, and balance due, along with an aging breakdown for the total outstanding amount. If multiple debtors are involved, you can choose to focus on a specific debtor. You can download or print the document as needed.

NOTE: For retrieving statements across matters, use the Statement of Account Report. The report offers date filters and an option to include draft invoices, among others. 

This option saves the Statement of Account - Summary as a PDF file directly to the matter's Correspondence List, allowing for easy record-keeping, tracking, and sharing.

This option generates a PDF that provides the most current Expenses & Receivables ledger for the selected debtor, listing transactions including finalized invoices, payments received, Expenses, and adjustments, along with their dates, descriptions, amounts, and running balances. An aging analysis is also provided. You can download or print the document as needed.

NOTE: Use the Statement of Account Receivables Ledger Report to retrieve statements for one or multiple matters. The report offers date filters and an option to include draft invoices, among others. 

This option saves the Statement of Account - Receivables Ledger as a PDF file directly to the matter's Correspondence List, allowing for easy record-keeping, tracking, and sharing.

This option allows you to print the most current Expenses & Receivables ledger, either for on-screen preview or directly to a printer.

This option generates a PDF that offers the most current General and Trust combined ledger, specifically tracking Expenses, receivables, and Trust movements. It also includes a summary of unbilled items to present a comprehensive financial overview. You can download or print the document as needed.

NOTE: Use the Combined Matter Ledger with Balances Report to retrieve combined ledgers for one or multiple individual matters. The report enables you to generate a combined ledger as of a specified date, providing a centralized location for easy access.

The Matter Billing Guide provides an up-to-date overview of billable fees, disbursements, and trust account balances for the matter, helping to manage and track billing activities. It also includes a breakdown of aged receivables by period and a detailed listing of billable fees.

NOTE: Use the Matter Billing Guide Report to access billing guides for one or multiple matters. The report offers various filtering options, including by matter, date, and staff.