Michele Kraftschik (Customer) asked a question.
Is there a way to print an itemized summary of all fees and expenses billed in a particular client?
- Karen Maddox (LEAP)
@Michele Kraftschik (Customer)
Thank you for reaching out to us here on community. We recommend the Matter statement. Open the matter and on the Financial Summary tab click on Matter Statement. Should you need further assistance, you can reach the help desk by opening a chat or sending an email to support@leap.us.
Expand Post - Daniel Lemise (LEAP)
Should you not have the matter statement in the Financial Summary tab of the matter, you may add it by navigating to Menu > App Marketplace > and turning on Firm and Matter Analytics
- Yolanda OM (Customer)
My question is why can't I get a past due balance to show on a current invoice???????????
@Michele Kraftschik (Customer)
Thank you for reaching out to us here on community. We recommend the Matter statement. Open the matter and on the Financial Summary tab click on Matter Statement. Should you need further assistance, you can reach the help desk by opening a chat or sending an email to support@leap.us.