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Is There A General Report For The Total Sum an Attorney Has Billed After Deducting Credit Notes?

Question:

  • Is there a report to show exactly how much each solicitor has invoiced in a month (or other period) after deducting the proportioned credit notes and the individual billed discounts? 
  • Invoice reporting 
  • Credit Note reporting 

Environment:

  • Manage 

Additional Information:

Workound: Customer can run a Billing History report along with an Activity export, The activity export can be filtered by the Bill ID in which the activities have been placed onto.

You can then cross reference the Billing History report that will show a credit note. Please note that the Billing History report will show the balance due post discount applied. 

The Billing History Report's amount column should already include the discount.

Answer:

No, not at this time please contact support@clio.com to submit your feedback

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