Advanced Invoice Report

Overview

For Legal Pro and Enterprise plan users, the Invoice Report provides a detailed breakdown of each invoice, including late fees, discounts, payments received, and the resulting invoice balance. Use this report when the Invoice Summary Report isn't detailed enough and you need to see the full financial composition of each invoice.

Accessing the Invoice Report

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

Using Filters

The Invoice 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 Balance
• Invoice Status
• Payment Status

Click Filters to add more: Client Type, Matter Type, and Billed Through Date.

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 matching invoices and their late fee, discount, and payment detail. 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 single invoice's detailed financial composition. The below are the key columns.

• Invoice ID / Invoice Date
• Client / Client ID
• Matter / Matter ID
• Invoice Total
• Labor Total / Expense Total
• Late Fee
• Discount
• Payment Received / Last Payment Date
• Invoice Balance

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 invoice month by default. You can uncheck it, or group by Client or Matter 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 see exactly how late fees and discounts are affecting your invoiced revenue.
• Review the Invoice Balance column to identify invoices that are only partially paid.
• Group by invoice month to track trends in late fees or discounts over time.

Related Articles

• Advanced Reporting (overview)