Paid Date field to Billing - Invoices
in progress
Vinny R
marked this post as
in progress
Vinny R
Hi William,
Thanks for your suggestion — we’ve taken this up as an enhancement, and your inputs were absolutely on point.
Since we also support invoices with
partial payments
, we’re thinking of refining the approach slightly:* Introduce a
“Last Payment Received Date”
field to capture the most recent payment activity on an invoice* Additionally, for fully paid invoices, we’ll show a
“Paid Date”
field in the Paid Invoices view to indicate when the invoice was completedThis way, we can accurately handle both partial and fully paid scenarios while keeping the data clear and useful.
Let us know if this aligns with what you had in mind or if you’d suggest any tweaks.
W
William Burkett
Vinny R I think that would be very helpful! The only thing that I would tweak is to also be able to use this to create a "paid" invoice report or partially paid invoice report that could distinguish between trust payments and payments to operating. I know many attorneys do monthly transfers to from operating accounts to trust and it would help immensely with trust accounting to be able to generate a report that shows this level of detail.
Vinny R
William Burkett: We’re making an update to improve how invoice payments are reported, especially for firms managing trust and operating accounts.
As part of this change:
Invoice Summary Report will now include a Latest Payment Date field
Partially Paid Invoice Summary Report will also include a Latest Payment Date field
In addition, reports currently include a Type filter that allows you to distinguish between Trust and Operating payments.
That said, we may have misunderstood your request around filtering. If you’re looking for a more specific breakdown—such as clearly separating trust vs operating payments within paid or partially paid invoices, or tracking transfers between accounts—please let us know the exact view you’re expecting, and we’ll make sure to align the solution accordingly.
These updates are already in development and are expected to be available within the next 1–2 weeks.