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
  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

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

  1. Reference: The reference of the matter the invoice is raised against
  2. Created: The date the invoice was approved on InTouch
  3. Due: The date the invoice is due on InTouch
  4. Figures:
    1. Net: The Net amount of the invoice
    2. VAT: The VAT 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
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.

Click Export to download the data in a .csv file.

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