How Do I Print the Statement of Account for a Client?
If you have one client with multiple Matters or would like to send your client a listing of everything they owe from each invoice they have, you can print and send them their Statement of Account!
- Go to the Accounting Section
- Click on the Reports tab and locate the Statement of Account report
- Select the Client from the drop-down list, you can select a specific date range as well if you like
- Click on the printer icon to export to PDF
What is the Statement of Account Used For?
Statements of Account are used to provide a list of invoices and payments by a particular client or matter. Statements of Account can be sent to clients who have outstanding balances, but no new invoices within the current billing period. These ...
What is a Work In Progress Report?
The Work In Progress Report (WIP) is where you will be able to see all of the unbilled time from every user in your firm. You can use the filters to show the unbilled time by Client, Matter, Responsible Attorney, Practice Area, and Billing Type. You ...
Can I Print More Than One Check at a Time?
When making payments from the system, whether using Vendor Bills or AP Checks, you may want to enter the payments first, then print them later in a batch. Rather then printing them one by one, either at the time you create the check by hitting save ...
What Reports Does CARET Legal Offer?
Are you looking to run reports based on the information you have entered into CARET Legal? If you go to the Accounting section you will notice the tab labeled Reports. They are broken down into the following sections: Client Reports AR Aging Summary ...
How Can I See What Fee's Were Collected?
You can pull a report which shows a full list of all professional fees and expenses that have been collected for a specific Matter or Zola Suite User. To access this report, visit the Accounting section, and select the Reports Tab. The Fee Allocation ...
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