Invoicing - View Only OR Invoicing - View, Add and Edit Invoices
You can use this report to view finalized invoice amounts for clients grouped by contact group, so you can see at a glance the fees you have charged groups of clients. You can click on a client name to view their contact details.
It shows all contact groups alphabetically first, with the members sorted alphabetically within each group. Below the groups is the All other clients section, which is also sorted alphabetically.
You can filter the report by Contact Partner, Contact Manager, time period and Contact Group. If you have multiple billing entities, you can filter the report to view information for an individual entity. If you have set up custom groups and filters for your firm, you can also filter the report by job related firm groups, for example by Job Location and Job Division. Click here to learn more about using reports.
