Billing Reports

Accessing the Billing Reports Section

• Open Reports Section: Click on the ‘Reports’ icon in the left-hand menu to access the Reports section.
• Select ‘Billing Report’: Click on the ‘Billing Report’ tab to view detailed billing information for your cases.

Exporting Billing Data

• Users can export the billing reports by clicking on the “Export” button, download the information in CSV format and share with their team.

Adding Filter

• Click “Add Filter” to refine the billing reports based on specific time period.

Sorting Data Using the Three-Dot Menu

• Use the three-dot menu in any column header to sort the data.
• You can sort the billing details in ascending or descending order by criteria such as Invoice Number, Balance Due, Discount, Total Paid, Grand Total, Due Date etc.

Customizing Column Visibility

• Click on the column filter icon to customize which columns are visible.
• You can toggle the visibility of columns such as Invoice Number, Balance Due, Discount, Total Paid, Grand Total, and Due Date.