Advanced Late Fee Report

Overview

For Legal Pro and Enterprise plan users, the Late Fee Report lists invoices that have accrued a late fee, showing the fee amount and how many days overdue each invoice was when the fee was applied. Use this report to track how late fees are affecting client accounts and to verify that your late fee settings are working as expected.

Accessing the Late Fee Report

1. Go to the Reports tab.
2. Select the Advanced tab.
3. Scroll or search for "Late Fee Report." If searched, look for the result with the Advanced badge next to it.
4. Click Open.

Using Filters

The Late Fee Report opens with these filters:

• Invoice Date: choose a preset range (e.g. Today, This Month, This Year) or a Custom Range. Defaults to This Month.
• Client
• Matter
• Account Manager
• Currency Code: defaults to your firm's primary currency. Change it if you bill across multiple currencies and want to isolate one.
• Invoice Amount

If your firm is on the Enterprise plan, any custom fields you've configured are also available here as additional filters. Custom field availability is contextual to the report; only fields for the record types actually included in this report will appear. For example, invoice custom fields won't show up as filters on a report that doesn't include invoice data.

Once you land on a combination you'll use again, click Save Filters to to mark it as a favorite, making it accessible from the Favorites report category.

Running the Report

Set your filters and click Run Report. The grid below updates with invoices that have an accrued late fee. If it comes back empty, check your date range first, that's the most common reason a report shows nothing.

Understanding the Report Grid

Each row represents a late fee applied to a specific invoice. The below are the key columns.

• Invoice ID / Invoice Date
• Client / Client ID
• Matter / Matter ID
• Account Manager
• Description
• Invoice Amount / Invoice Total
• Grace Period
• Interest Rate
• Days Overdue
• Late Fee

Customizing the Report Grid

• Columns: click Columns to show or hide any of the fields above, plus other available columns beyond the defaults listed here.
  • Enterprise plan firms will also see the same custom fields available here as additional columns, following the same contextual rule as the filters above.
• Reordering and resizing: drag column headers to rearrange them, or drag column borders to resize.
• Sorting: click a column header to sort by that field; click it again to reverse the order.
• Group By: the report is grouped by Client by default. You can uncheck it, or group by Matter or Account Manager instead.
• Page size: the items-per-page menu at the bottom controls how many rows show at once (100 by default, up to 1000), with page controls next to it for the rest.

Exporting the Report

Click Export and choose Export to Excel to download the current view.

Tips & Common Use Cases

• Use this report to confirm late fees are calculated correctly after changing late fee settings for your firm, client, matter or invoice.
• Sort by Days Overdue to see which clients have the most severely delinquent invoices.
• Review alongside the Invoice AR Aging Report to connect late fees to overall aging trends.

Related Articles

• Advanced Reporting (overview)