How to run an Unpaid Invoice Statement for a specific Client.
1. Select 'Billing' from the left-hand navigation panel.
![](https://media.screensteps.com/image_assets/assets/003/930/747/original/cbf1b748-0e4e-46ae-8183-eefbae3baad3.png)
2. Click on your 'Fees pending invoicing'.
![](https://media.screensteps.com/image_assets/assets/003/930/749/original/af45d322-7293-41a6-b997-f1c57db81bf6.png)
3. Select 'Unpaid invoice statement ' for your batch type.
![](https://media.screensteps.com/image_assets/assets/004/958/643/original/5750e1cb-6c01-4bd9-88ca-3dfa5a9a3f45.png)
- 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'.
![](https://media.screensteps.com/image_assets/assets/004/950/743/original/042507b3-614d-413c-8cbf-16ded4b9a4da.png)
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.
![](https://media.screensteps.com/image_assets/assets/004/966/622/original/89a9fe58-3986-4551-b712-c891ef7588bc.png)
6. Complete any additional fields and click 'Get Answer'.
![](https://media.screensteps.com/image_assets/assets/004/958/645/original/38157984-ab13-45d9-ab57-a15c1a4a8a9f.png)
Your results will populate in the Report Summary.
![](https://media.screensteps.com/image_assets/assets/003/930/759/original/9dba87f4-4343-4968-969f-45a7eaf9e1cd.png)
7. Next, click 'Invoice'.
![](https://media.screensteps.com/image_assets/assets/003/930/761/original/f4839e8b-89fb-4ff7-a5d1-55561a9842be.png)
8. Choose your file format and Invoice Template. Then, click 'Process Invoice(s)'.
![](https://media.screensteps.com/image_assets/assets/004/958/647/original/acacd7b9-df64-4da1-8b4b-01a606b36d7c.png)
9. Click 'Download Invoices' to download your statement(s). Click 'Done' to exit this screen.
![](https://media.screensteps.com/image_assets/assets/004/966/624/original/ef74346e-0b46-401c-bceb-da2bb88fda22.png)
Click here for information on pulling unpaid Invoice statements in a batch.