Lesson #58
Receivables – Paid Invoices function
Quickly see which invoices were entered as paid today, or use search criteria to find all invoices paid within a specified period, grouped and sorted by the payment date or when the transaction was posted. You can also limit the results to those of one or several of your company’s business units.
In the results returned, you can see at a glance:
- invoice number
- Date
- Amount
- Payment date
- Payment amount
- Any balance remaining
- Firm billed
- Relevant contact at the firm billed
- Job number
- Job date
- Related case
- Your company’s assigned business unit
You can sort your results in the grid by one or more columns in ascending or descending order (but when you exit the function, RB9 will revert back to the default order). Export the list to edit, share, archive, or print.
You can drill down to see details about an individual invoice, such as the service items billed, related resource pay and sales commissions, and the breakdown of charges included in the payment. You can also download the related invoice PDF from the invoice repository or resend it to the client, and edit some invoice details.
NOTE: This is an RB9-only function. It is not included in RB Lite.
TL;DR: Lists all invoices paid within the specified period, from first paid to latest paid.
RB concepts in this lesson
Business Unit (BU): One of your company’s revenue centers or any entity in your business that you want to track separately.
Contact: Person who works for a firm you do business with.
Firm: Business you provide services to, usually law firms.
Job: Usually the reporting of a deposition, but can also be any kind of service you provide with your reporters or other resources. More >
Repository: Where you store files in RB for safekeeping and quick retrieval.
Resource: Person or thing that provides your business with a service.
Service items: Regular charges that you bill to your clients.
