This report shows clients statements based on the law firm handling the matter, invoice amount and the amount paid and the total due.
Steps:
1. Log into the system
2. Go to “Fee Notes & Quotations” module
3. Click on “Reports” sub module
4. Click on “Statement of Account” link
5. Fill in all the details in the pop out Statement of Account form
I.e. Select the Law firm, report type(summary/Detailed) and the date.
6. Once done click on the View Report button to access the report
7. Statement of Account Report for the selected law firm will be displayed as per the example below
Print and Export to Excel options should you need to save the report in excel
