Includes all invoices dated within the specified period, based on inovices' Transaction Date.

Includes the following filters:

• Invoice Status: Filter invoices by status to tailor the report output. You can select one or more of the following options: 
  • Draft Unapproved
  • Draft Approved
  • Printed Sent (Final)
• Order Invoices by: Provides an option to sort out invoices in the consolidated downloaded document:
  • Invoice No.: Sort these invoices by invoice number in ascending order, ensuring lower-numbered invoices appear before higher-numbered invoices. 
  • Matter No.: Sort these invoices by matter number in ascending order, ensuring invoices from lower-numbered matters appear before higher-numbered matters. 
• Itemised: Provides an option to control the level of details displayed for items grouped on invoices. 
  • Yes: Only shows group descriptions and amounts without the individual items within the group.  
  • No: Shows detailed items within each group. 

NOTE: For instructions on how to group similar items on invoice, please refer to this article (under the 'Group Similar Items' section). 

• Debtors: Invoices are addressed to the matter debtor only. 
• Debtors/Split Debtors: 
  • Invoices without split debtors are still addressed to the matter debtor only. 
  • Invoices with split debtors are addressed to split debtors individually. The invoice will display invoiced items or groups of items, followed by the amounts applicable to each specific split debtor.

NOTE: For instructions on how to split an invoice among multiple debtors, please refer to this article. 

The matter number.