I want clients to see this in the email they receive when sent an invoice:
Past Due Balance:
Total Balance Due: (which includes past due and New charges)
Client Funds Balance: (retainer)
I am accomplishing this by inserting data tokens into…
Does anyone know how to generate a report that shows Attorney, Amounts Billed for a certain period (A/R Transaction Date), and Invoice Status (Paid/Partially Paid) amount at the same time? I cannot find/create a report with these three items. Please advise…
