• Shows invoices that have not been fully paid.
• Maintain track of client invoices that are late or partially paid.

 Filter and Search Options

 A number of filter fields at the top to limit the list of outstanding invoices:

• Search by Case Number / Client Name: A search field to locate individual outstanding invoices by case number or client name.
• Created From: Enter a start date for when the invoice was created.
• Created To: Enter an end date for when the invoice was created.
• Branch: A dropdown that has “Select Branch” to filter by case-associated branch.
• Reset Filters: A button for removing any existing filter criteria applied.
• Search: A button for applying the provided filter criteria.

Outstanding Invoices Table

The table renders a list of invoices with balances outstanding based on the filters used. The columns present the salient information:

• Case Number: A case identification number.
• Client Name: Name of the client whose case it is.
• Branch: Branch office where the case is located.
• Invoice Number: Unique number for the invoice.
• Issue Date: The date that the invoice was issued.
• Due Date: Date on which the payment for the invoice is due.
• Outstanding Amount ($): Outstanding amount yet to be paid.
• Close Out: Yes/No to indicate if the invoice was close out or not

Download Report

To download the outstanding invoice details:

1. Click the Download Report button.
2. Select a report format to be either Excel or PDF.
3. The chosen report format will download to your machine.