Draft Invoices Report

You can use this report to access a breakdown of the current draft invoices and their totals. You can click a client name link to open the associated draft invoice.

You can filter the report by Contact Partner, Contact Manager and Client. If you have multiple billing entities, you can filter the report to view information for an individual entity. If you have set up custom groups and filters for your firm, you can filter the report by job-related firm groups, for example by Job Location and Job Division, this will leave the invoices that contain at least one job matching that firm group. You can also sort the data using the available Sort By options. Click here to learn more about using reports.