Overview
Invoice Reports allow you to gain insights into your firm as well as analyze and uncover important metrics from your invoices in Docketwise.
Click here to learn more about our other types of reports in Docketwise.
Contents
Creating an Invoice Report
To run an invoice report, you will need to follow the steps below:
From the Docketwise dashboard, click the Create New ▼ button
Choose the Report option
Choose the Invoice category
Choose the specific invoice report that you would like to create
Applying Filters to Invoice Reports
Once you have created/run a new report, you can get started with adding filters to your report. The filters available will depend on the specific report that is being run.
In order to use a filter, simply select the filters that you would like to apply and click the Update button.
Adding Custom Columns to Invoice Reports
In order to start customizing your Reports, you will first need to:
Navigate to the Report Type that you would like to customize
Click the ⚙️ Gear Icon
After clicking on the ⚙️ Gear Icon, you can then edit your Dashboard's columns by
Adding columns
Removing columns
Reordering columns
Adding Columns in Invoice Reports
To add a column to a report, simply click the Checkbox for the column from the options under Available Columns and save your changes.
Removing Columns in Invoice Reports
To remove a column from the Dashboard, simply unclick the Checkbox for the column from the options under Selected Columns and save your changes.
Reordering Columns in Invoice Reports
To reorder your columns for the Dashboard, simply drag and drop the column values under Selected Columns and save your changes.
Exporting an Invoice Report to a CSV File
After you have created an invoice report, you are able to export it to a CSV file, which can then be saved.
In order to export the report, you will simply click the Export button, which will download the report to a CSV file.
Types of Invoice Reports
Depending on how you would like the information to be presented in the Invoice Report, there are various reports that you are able to run on invoices in Docketwise.
Invoices Over Time
The Invoices Over Time report displays data related to invoices created over time on your Docketwise account.
Displaying Data From: Invoices
Results Organized By: Displayed in reverse-chronological order
Available Columns:
Client: The contact associated with the invoice
Type:
Bill: Bill is the selected invoice type (payments received will be deposited into an operating account)
Trust Request: Trust Request is the selected invoice type (payments received will be deposited into a trust account)
Matters: The matter(s) associated with the invoice
Issued: The issued date of the invoice
Due Date: The specified due date of the invoice
Total: The total amount being billed
Balance: The remaining balance
Description: The invoice's description
Note: This can only be added on trust request invoices
Discount Amount: The dollar amount of any dollar amount discount
Discount Amount Description: The description of any dollar amount discount
Discount Percent: The percentage of any percentage-based discount
Discount Percent Description: The description of any percentage-based discount
Footer: The footer text included in the invoice
Has Discount Amount:
True: A dollar amount is included
False: A dollar amount is not included
Has Discount Percent:
True: A percentage-based discount is included
False: A percentage-based discount is included
Invoice Number: The invoice number of the invoices
Last Reminder: The date that the last invoice reminder was sent
Reminder Frequency: The frequency at which the invoice reminder is sent (in days)
Send Reminders:
True: Invoice reminders are still being sent
False: Invoice reminders are not being sent
Status:
Unpaid: The invoice still has an outstanding balance
Paid: The invoice does not have an outstanding balance
Trust Level: (Only applicable to trust requests, not bills)
Client level: Funds are being requested in trust at the client-level
Matter level: Funds are being requested in trust at the matter-level
Trust Request Amount: The dollar amount of a trust request
Updated: The date at which the invoice was last updated
Payment Plan Status:
Active: The invoice currently is on an active payment plan
Not Active: The invoice is not currently on a payment plan
Overdue Balance:
If the invoice's Payment Plan Status is Not Active, this is the outstanding balance after the invoice has reached its due date
If the invoice's Payment Plan Status is Active, this is the amount that is expected to be paid by the current date but has not been received
Payment Plan Frequency: The frequency at which the scheduled payments are to be processed for an invoice on a payment plan
Installment Amount: The amount to be billed each interval of the scheduled payments will be processed for an invoice on a payment plan
Filters Available:
Payment Status:
Paid: The entire balance of the invoice has been paid
Unpaid: The invoice's entire balance is yet to be paid
Invoice Type:
Bill: Bill is the selected invoice type (payments received will be deposited into an operating account)
Trust Request: Trust Request is the selected invoice type (payments received will be deposited into a trust account)
Date Created: The date on which the invoice was created
Date Paid: The most recent date on which a payment has been made towards the invoice
Due Date: The specified due date of the invoice
Late Status:
Late: The invoice's Overdue Balance is greater than $0.00
On Time: The invoice does not have an Overdue balance
Payment Plan Status:
Active: The invoice currently is on an active payment plan
Not Active: The invoice is not currently on a payment plan
Invoices Over Time (Payment Plans)
The Invoices Over Time (Payment Plans) report displays data related to invoices with an active payment plan created over time on your Docketwise account. Please note that only invoices created after 09/09/2022 will be displayed on this report.
Displaying Data From: Invoices
Results Organized By: Displayed in reverse-chronological order
Available Columns: All columns available in the Invoices Over Time report
Filters Available: All filters available in the Invoices Over Time report (excluding Payment Plan status)
Invoices by Client
The Invoices by Client report displays data related to invoices created on your Docketwise account and is broken down by the contact associated.
Displaying Data From: Invoices
Results Organized By: Grouped by contact
Available Columns: All columns available in the Invoices Over Time report
Filters Available: All filters available in the Invoices Over Time report
Invoices by Matter
The Invoices by Matter report displays data related to invoices created on your Docketwise account and is broken down by the matter associated.
Displaying Data From: Invoices
Results Organized By: Grouped by matter
Available Columns: All columns available in the Invoices Over Time report
Filters Available: All filters available in the Invoices Over Time report
Due Invoices by Client
The Due Invoices by Client report displays data related to due and overdue invoices created on your Docketwise account and is broken down by the contact associated.
Displaying Data From: Due and Overdue Invoices
Results Organized By: Grouped by contact
Available Columns: All columns available in the Invoices Over Time report
Filters Available: All filters available in the Invoices Over Time report
Due Invoices by Matter
The Due Invoices by Matter report displays data related to due and overdue invoices created on your Docketwise account and is broken down by the matter associated.
Displaying Data From: Due and Overdue Invoices
Results Organized By: Grouped by matter
Available Columns: All columns available in the Invoices Over Time report
Filters Available: All filters available in the Invoices Over Time report
Invoice Charges Over Time
The Invoice Charges Over Time report displays invoice charges (Services/Expenses) created over time on your Docketwise account.
Displaying Data From: Charges from invoices
Results Organized By: Displayed in reverse-chronological order
Available Columns:
Description: The description of the invoice charge
Amount: The amount of the invoice charge
Type:
Service
Expense
Invoice number: The invoice number of the associated invoice
Client: The contact listed on the associated invoice
Date Created: The date the invoice charge was created
Filters Available:
Date Created: The date the invoice charge was created
Type:
Service
Expense