Rocket Matter Knowledge Base ReportsHow to use the Invoice Sharing Report

How to use the Invoice Sharing Report

The "Invoice Sharing Report" displays all Customers who have Automatic Invoice Sharing enabled, and lists whether invoices are shared via email or portal.

1.  Navigate to Admin Section.

2.  Click "View Invoice Sharing".

3.  Expand 'Client:Matter' field by clicking "Expand all rows" or the 'caret' symbol.

3.  Expand 'Client:Matter' field by clicking "Expand all rows" or the 'caret' symbol.

4.  View report results.

4.  View report results.

Also view:

How to Automatically Share Invoices with Clients

 

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