This article explores the Billing Statement within GhostPractice.
The Billing Statement reflects all unbilled fees and pending disbursements recorded against a matter in a statement format.
To obtain the Billing Statement:
1. Go to > Bookkeeper (or Fee Earner) > Reports
2. Select Billing Statement.
3. Click Run Report.
4. The following dialogue will appear:
You have the following filter options available:
5. Filter Type:
- Matter – Generate Billing Statement for one Matter.
- Client – Generate Billing Statement for Matters linked to specific Client.
- Department – Generate Billing Statement on all files in a specific Department.
- Owner – Generate Billing Statement on all files for the selected Fee Earner.
6. Include Financial Transactions:
Tick “Include financial transactions” should you wish to reflect the financial
transactions i.e. receipts, payments, invoices and credit notes on the Billing
Statement.
7. Invoiced Fees and Disbursements:
Show detailed or summary of invoiced fees and disbursments.
Example of Billing Statement on Single Matter, including financial transactions:
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