Q: Is there a report that shows what an associate has billed and collected?
A: Please click on REPORTS -> RECEIVABLES -> RECEIVABLES tab to view the “billings” (billings journal) report. Choose the associate’s initials from the Credit dropdown list. Choose “Include fully paid invoices” to see billed and collected information.
Click on “Only show selected credit lawyer” button to show the amounts for only that associate. The total is at the bottom of the report. This option will only show Fees and Paid for the associate. Not costs, taxes, or interest.
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