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Billing and payment summary report

Billing and payment summary report has been developed to fetch all the Invoices and Payments posted for a matter for the specified period. User can generate this report from the below paths.

  • Matter management and accounting > Inquiries and reports > Matter invoices reports > Billing and payment summary
  • Matter management and accounting > Clients > All clients > Matters action pane> Billing and payment summary
  • Matter management and accounting > Matters > Matter contracts > Maintain action pane > Billing and payment summary
  • Matter management and accounting > Matters > All matters > Manage action pane > Billing and payment summary

Details of the fields available on the parameters form are as follows

Fields Description
Client Id Client for which Billing and payment report will run.
Contract Contract for which Billing and payment report will run.
Matter Id Matter Id for which Billing and payment report will run.
Matter partner Matter partner for which Billing and payment report will run.
Start date Start date will be one year before of the end date. This date is changeable and there is no restriction for date range.
End date End date will be today’s date by default, and it is also changeable.
Composite This field is used when the report is generated from Matter contract level. It will split matter transaction.

Fields Description
Matter Id Matter Id detail for the generated report.
Invoice date Invoice date is the date when invoice is been posted.
Bill No. Bill No. is the invoice number for the posted transactions.
Fee Fee includes Hour journal amount
Disbursement Disbursement include Expense and Fee related journal amount.
VAT VAT is the tax amount.
Total Total will show the consolidated amount of Fee, disbursement and VAT.
Receipts Receipt will show the payment received for the invoice.
Unpaid receipt Unpaid receipt is invoice amount yet to be paid

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