Wednesday Wisdom: Reviewing Your Invoice History in Rocket Matter
Rocket Matter users already know how easy it is to invoice your clients every month. You may not know, however, that there is an equally easy way of going back and reviewing all your invoices over a given period of time.
Suppose your accountant would like to review all your March invoices for accuracy or your assistant needs to make sure the proper clients were invoiced so far this quarter. The Invoices Processed report enables you to do this with just a few clicks of the mouse.
To view your invoices by time period, simply follow these steps:
1. Go to your billing dashboard by clicking View Billing Dashboard on the right hand side of your screen.
2. Click Invoices Processed and enter your date range in the form fields.
3. View your comprehensive list of invoices from that time period, with information on invoice #, client, matter, costs and totals.
4. To view a particular invoice, just click on the invoice #.
That’s all there is to it! We make everything about billing and invoicing simple and fast. Stay tuned for more great tips on how to get the most from your Rocket Matter!