Unpaid Invoices, Statements Troubleshooting

Use this article as a reference when jobs aren't showing up in either your Unpaid Invoices Report or on Statements.

Individual Client Unpaid Invoices Report

PM Attorneys -> Quick Reports -> Unpaid Invoices

This report finds all jobs that meet the following criteria.

 

  1. Date Paid field is empty.
  2. Client ID field contains current clients ID.
  3. Date Closed contains a date.
  4. Date Billed contains a date.

 

Statements

 
PM Tasks -> Statements
 
Statements can be run with 3 different search criteria. 
 
Option 1 - The check box next to Statement Period From ___________ to __________ will find all jobs that meet the following criteria.
  1. Date Billed field between the date entered into the fields __________ to __________.
  2. Status field is Closed.
  3. Client ID contains the ID of the client in the statement list.
Option 2 - The check box next to All Unpaid jobs as of Statement Date will find all jobs that meet the following criteria.
  1. Date Billed field contains a date.
  2. Date Paid field is empty.
  3. Status field is Closed.
  4. Client ID contains the ID of the client in the statement list.
Option 3 - The check box next to All Unpaid jobs as of Statement Date and the check box next to Print past due jobs _____ days past due date will find all jobs that meet the following criteria.
  1. Date Billed field contains a date.
  2. Date Paid field is empty.
  3. Status field is Closed.
  4. Client ID contains the ID of the client in the statement list.
  5. The days due of the job are less than or equal to the number entered in the Print past due jobs _____ days past due date field. (Days due are calculated in ProcessMaster by subtracting the Date Billed from the date in the Aging Date field.)