This option generates a PDF with the most up-to-date summary of all outstanding finalised invoices for the matter. It includes the invoice date, number, description, total value, amount paid and balance due, along with an ageing 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 - Summary 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 Payments & Debtors ledger for the selected debtor, listing transactions including payments, finalised invoices, receipts and adjustments, along with their dates, descriptions, amounts and running balances. An ageing analysis is also provided. You can download or print the document as needed.

NOTE: Use the Statement of Account - Debtors 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 - Debtors 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 Payments & Debtors ledger, either for on-screen preview or directly to a printer.

This option generates a PDF that offers the most current Office and Trust combined ledger, specifically tracking payments, debtors 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 Office and Trust Running Balance Report to track changes in both office and general trust account balances over time. This report offers a centralised location to search for and identify matters of interest, allowing you to generate a running balance statement for individual chosen matters as of a specified date. 

The matter Pre 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 debtors balances by period and a detailed listing of billable fees.

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