How to run an Unpaid Invoice Statement for a specific Client.
1. Select 'Billing' from the left-hand navigation panel.
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2. Click on your 'Fees pending invoicing'.
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3. Select 'Unpaid invoice statement ' for your batch type.
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- Toggle underlying option on or off to include or exclude the original Invoices with your statement.
- Days since invoice was generated: Leaving this section blank will pull any outstanding Invoice totals. Or, you can also insert a specific amount of days since Invoices were paid.
4. Select the appropriate 'Case Type'.
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5. Filter by Client. Begin typing the Client's name and the system will auto suggest. Click on the correct name and click the '+' button to add their name to the filter.
Feel free to add more than one Client, if needed.
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6. Complete any additional fields and click 'Get Answer'.
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Your results will populate in the Report Summary.
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7. Next, click 'Invoice'.
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8. Choose your file format and Invoice Template. Then, click 'Process Invoice(s)'.
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9. Click 'Download Invoices' to download your statement(s). Click 'Done' to exit this screen.
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Click here for information on pulling unpaid Invoice statements in a batch.