How to use the Invoice Sharing Report.
The 'Invoice Sharing Report' displays all clients who have Automatic Invoice Sharing enabled. This indicates whether invoices are shared via email or portal.
1. Navigate to 'Reports'.
2. Click 'I want to see all matters in which I am sharing Invoices'.
3. Expand 'Client:Matter' field by clicking 'Expand all rows' or to the left of the client matter name.
4. View report results, print, export or filter results as desired.
Also view:
How to Automatically Share Invoices with Clients
Need more help?
Contact our Award-Winning Support Team at (888) 432-1529 or [email protected].