KCS - Which Report Will Show Monthly Billing Figures?

Objective:

  • Is there a report that can be run to determine the monthly dollar amount of invoices that were generated?

Environment:

  • Clio Web App

Additional Information:

Answer:

The Billing History Report and the Revenue Report will give you the dollar value of invoices generated in a given month (when generated for the appropriate date range). Billing History lists each invoice individually, whereas Revenue will show you the total billed amount for each Matter (as well as the Unbilled and Collected figures for that same time frame).

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