Invoice History Report

Modified on: Tue, 8 Apr, 2025 at 3:36 PM

Learn how to use the Invoice History Report to view a list of all overdue and paid invoices across your matters.

Table of Contents

Getting Started
How to access this report
Report Columns and Filters

Getting Started

This report replaces the Accounts Receivable Report.

How to access this report

1. Select Reports from the left menu of the triConvey Companion Site Web App.

2. Navigate to Invoice History.

Report Columns and Filters

Report Columns

Report Filters

Matter Number
Client
Matter Type
Matter Description*
Billing Type*
Person Responsible
Introducer*
Invoice Date
Invoice Number
Status
Debtor(s)*
Due Date
Days Overdue
Subtotal*
Write Off*
Discount*
Surcharge*
GST*
Total
Interest*
Paid
Credited*
Waived
Total Due (Inc. Interest)

*Indicates it’s a non-default shown column

Date From (Default: Blank)

Must pick

Date To (Default: Blank)

Must pick

Matter Status (Default: Closed, Open, Pending)

Invoice Status(Default: Final + Paid)

Final
Paid

Included Columns

Default:

Matter Number
Client
Matter Type
Person Responsible
Invoice Date
Invoice Number
Status
Due Date
Days Overdue
Total
Interest
Paid
Credited
Waived
Total Due (Inc. Interest)

Person Responsible (Default: All)

Introducer (Default: All)

Practice Area (Default: All)

Group By

Default: <None>
Matter
Client
Debtor

Client Search
Client
Matter Search
Matter
Save Filters as Firm Default? (Default: No)