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Question

Fees and Expenses Report

  • August 20, 2024
  • 1 reply
  • 18 views

If a client has multiple outstanding invoices, is there a report that shows balances due broken down by fees and expenses?  Likewise, is there a report that shows all invoices billed, (for a specific matter), whether paid or unpaid, broken down by fees and expenses?

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Sara Sultan
Smokeball Team
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  • Smokeball Team
  • 585 replies
  • August 22, 2024

Hello @JCorrao,

There are a couple of reports that might help out.  The Account Statement report in app.smokeball.com has the most customization options.  You can choose to show a list of all entries and all invoices.  The time entries are not grouped by invoice, however, but combine them all together for the entirety of the matter.  Check out this Billing Reports article for more information, or reply here with more questions.


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