Summary of Billing Reports

This report lists a breakout of fees, costs, late charges, taxes, hours, and trust billed on an invoice for the selected client-matter.

This report downloads the billing statement directly from Abacus Payment Exchange (APX). The report shows only successful transactions (payments and trust deposits) and will not include any rejected ones.

This report lists credit card/ACH transactions for the selected client-matter and date range. The report is generated using the client's local Abacus data on their server. It includes all successful credit card payments, trust deposits, and voids as well as all failed attempts (i.e., credit card had insufficient funds or was expired).

Lists chargeback transactions for a selected date range.

This report lists invoiced fees and costs for the selected client-matter and date range. It can be sorted by client/matter, billing date, or invoice number.

This report summarizes financial information about the charges, fees, billed amounts, paid amounts, and currently owed amounts for a matter. It also provides trust balances, date of last bill, last payment, and aged balance due.

NOTE: You can access this report from any Matter window in AbacusLaw by double-clicking the Abacus Accounting icon in the right-hand corner of the window.

Lists only PayNow payments that have been received. Only transactions with a status of Paid Successfully are included in this report.

Lists all PayNow transactions. Each transaction can be assigned one of the following statuses:

1. Active

2. Delete

3. Expired

4. Payment Failed

5. Max Payment Attempt

6. Payment Failed and Active

7. Paid Successfully

This report summarizes the detail from the matter billing activity ledger for all unbilled costs, by hard and soft costs. A total of hard costs unpaid by the firm is also noted.

This report lists unpaid invoices by matter, broken out for fees, costs, late charges, and taxes.