Learn how to use the Invoice History Report to view a list of all overdue and paid invoices across your matters.
How to access this report
This report is located in the reporting suite of the Smokeball Web App.
To access reports, navigate to the Reports tab in the Smokeball Web App.
Report Columns and Filters
| Report Columns |
Report Filters |
- Matter Number
- Client
- Matter Type
- Matter Description*
- Billing Type*
- Person Responsible
- Introducer*
- Invoice Date
- Invoice Number
- Status
- Debtor(s)*
- Due Date
- Days Overdue
- Subtotal*
- Write Off*
- Discount*
- Surcharge*
- GST*
- Total
- Interest*
- Paid
- Credited*
- Waived
- Total Due (Inc. Interest)
*Indicates it’s a non-default shown column
|
- Date From (Default: Blank)
- Date To (Default: Blank)
- Matter Status (Default: Closed, Open, Pending)
- Invoice Status(Default: Final + Paid)
- Included Columns
- Default:
- Matter Number
- Client
- Matter Type
- Person Responsible
- Invoice Date
- Invoice Number
- Status
- Due Date
- Days Overdue
- Total
- Interest
- Paid
- Credited
- Waived
- Total Due (Inc. Interest)
- Person Responsible (Default: All)
- Introducer (Default: All)
- Practice Area (Default: All)
- Group By
- Default: <None>
- Matter
- Client
- Debtor
- Client Search
- Client
- Matter Search
- Matter
- Save Filters as Firm Default? (Default: No)
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Important Notes
- This report replaces the Accounts Receivable Report.
