Invoice History Report

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Learn how to use the Invoice History Report to view a list of all overdue and paid invoices across your existing matters.

How to access this report

This report is located in the reporting suite of the Smokeball Web App.
You will need to navigate to the Reports menu tab in the Smokeball Web App and click to select the Invoice History report from the Choose a Report column.

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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 column - these can be added into the report by selecting the column name in the Included Columns filter

  • Date From (Default: Blank)
    • Must select date
  • Date To (Default: Blank)
    • Must select date
  • Matter Status (Default: Closed, Open, Pending)
  • Invoice Status (Default: Final, Paid)
  • Person Responsible (Default: All)
  • Introducer (Default: All)
  • Client Search
  • Client
  • Practice Area (Default: All)
  • Matter Search
  • Matter
  • Included Columns
    • Matter Number
    • Client
    • Matter Type
    • Matter Description
    • Billing Type
    • Person Responsible
    • Introducer
    • Invoice Date
    • Invoice Number
    • Status
    • Debtor
    • Due Date
    • Days Overdue
    • Subtotal
    • Write Off
    • Discount
    • Surcharge
    • GST
    • Total
    • Interest
    • Paid
    • Credited
    • Waived
    • Total Due (Inc. Interest)
  • Group By
    • Default: <None>
    • Matter
    • Client
    • Debtor
  • Save Filters as Firm Default? (Default: No)

 

Important Notes

  • This report can be used in place of an Accounts Receivable Report.
  • Invoices with split billing are indicated by a * at the end of the Debtors column.
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