Invoices report

The Invoices Report provides data on the invoices raised on InTouch.

Use the following filters to customise the data provided:

1. Status: Filter between invoices in a specific state; All / Draft / Outstanding / Paid
2. Account: Filter between your accounts on InTouch. Choosing one shows only invoices with items on that account, and adds two columns for it: the amount on that account and the amount credited
3. Date Range: Filter between invoices Created Between / Approved Between / Paid Between the chosen timeframe
4. Matters: Filter between your matter templates
5. Team: Filter between matters associated with a particular Team on InTouch
6. Fee Earner: Filter between matters associated with a particular Fee Earner on InTouch
7. Select Run Report to generate the data

Paid Between lists only fully paid invoices, by the date of their latest payment. The Approved Between date range uses the date chosen when approving the invoice, including an earlier date. See choosing an invoice date.

The data is displayed in a table, including details on:

1. Reference: The invoice’s reference. Select it to open the matter’s invoices
2. Created, Approved or Paid: The date matching your selected Date Range option. Approved shows the date chosen on approval
3. Due: The date the invoice is due on InTouch
4. Figures:
   1. Net: The Net amount of the invoice
   2. VAT (or GST): The tax applied to the invoice
   3. Total: The total invoice amount
   4. Credited: The total amount of any credits applied to the invoice
   5. Paid: The total amount of any payments applied to the invoice
   6. Outstanding: The total amount outstanding on the invoice

Tip

Standalone credit notes are included in the report, indicated by a negative value.

Totals are displayed at the bottom of the table.

Use the arrows in the top right corner if the entries fall across multiple pages.

Once the report has returned data, you can download it:

• CSV: the rows in the table, in the order shown, with each matter’s link, team and fee earner added as the first columns
• PDF: a landscape copy with the same columns and totals as the table, titled with the date range and filters you chose. It shows the report from the last time you selected Run Report, so run it again after changing a filter. The tax column is headed Tax. Rows are in date order, not in any order you sorted the table into