Invoices and accounts overview
What the Invoices and accounts page shows: outstanding, overdue, collected and unbilled work.
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Invoices & accounts is the money section of Practice: invoices, payments, client statements, receivables ageing, trust and seller details. It appears in the sidebar and opens for the owner, partners and the accountant only.
What the Overview tab shows
Four cards at the top, each linking to the matching list:
- Outstanding: what is left on issued invoices after payments and credit notes.
- Overdue: amounts past their due date.
- Collected this month: the total of payments recorded this month.
- Unbilled work: the value of billable time and expenses not yet on an invoice.
Below them is the table Unbilled work by matter (hours, time value, expenses, total) with an Invoice button on each matter that opens a draft already filled with that work, then the Latest invoices list.
Tabs
Overview, Invoices, Payments, Statements, Ageing, Trust, Seller profile & Fatoora.
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