Time invoiced report

The Time Invoiced report shows how much of each fee earner’s time has been invoiced over a period, and whether those invoices have been paid. The Time Recording report shows the time recorded in a period instead.

Open it from Reports > Time > Invoiced.

Building the Time Invoiced report

Optional: Team/Fee Earner: show only time recorded by particular teams or fee earners. A team here means the team of whoever recorded the time
Optional: Matter Types: show only invoices on matters using particular matter templates
Choose the date range. It starts as last week
Run

Save the report to reuse its filters.

Understanding the Time Invoiced report

The report lists every client invoice approved in the date range, with one row for each fee earner whose time is on the invoice. Draft and void invoices, and credit notes, are left out.

Five totals above the table show how the invoiced time splits by the invoice’s state:

On outstanding invoices
On overdue invoices
On paid invoices
On credited invoices
Total invoiced (net)

The table shows:

Approved: the date the invoice was approved
Fee Earner: who recorded the time
Matter: select the reference to open the matter in a new tab
Invoice: select the reference to open the matter’s invoices in a new tab
Hours
Amount (net): the amount invoiced for that fee earner’s time, excluding tax
State: Outstanding, Overdue, Paid or Credited, as shown on the matter’s invoices

When a line on an invoice was raised from several fee earners’ time, its amount is shared between them in proportion to the value of the time each recorded. A discount or write-off on the invoice shows as a smaller, or negative, share. Filtering to one fee earner doesn’t change their share. A credit note doesn’t reduce the amount; the invoice’s state shows Credited instead.

Select a column heading to sort by it. Select Export to download every matching row as a .csv file, in the order the table is sorted.