Purpose: Downloads invoices for selected matters into a single document for a specified period, with options to customize by invoice status, sorting order by matter or invoice number, and itemization preference.
Report Filters:
Date Range
Includes all invoices dated within the specified period (between the Start Date and the End Date), based on inovices' Transaction Date.
Invoices
Includes the following filters:
Invoice Status: Filter invoices by status to tailor the report output. You can select one or more of the following options:
Draft Unapproved
Draft Approved
Printed Sent (Final)
Order Invoices by: Provides an option to sort out invoices in the consolidated downloaded document:
Invoice No.: Sort these invoices by invoice number in ascending order, ensuring lower-numbered invoices appear before higher-numbered invoices.
Matter No.:Sort these invoices by matter number in ascending order, ensuring invoices from lower-numbered matters appear before higher-numbered matters.
Itemized: Provides an option to control the level of details displayed for items grouped on invoices.
Yes: Only shows group descriptions and amounts without the individual items within the group.
No: Shows detailed items within each group.
For
Provides an option as to whether to include split debtor(s) in the Mail to section of a downloaded invoice:
Debtors: Invoices are addressed to the matter debtor only.
Debtors/Split Debtors:
Invoices without split debtors are still addressed to the matter debtor only.
Invoices with split debtors are addressed to split debtors individually. The invoice will display invoiced items or groups of items, followed by the amounts applicable to each specific split debtor.
NOTE: For instructions on how to split an invoice among multiple debtors, please refer to this article.
