Select this check box if you want Billing History to print. Billing History shows the total billable and non-billable hours, fees, costs and finance charges that have been billed. Also shown are the write offs, total payments, last payment date, last payment amount and last statement date. Sales tax is included in the Billable totals. Billing History information is taken from the client ledger file and does not reflect information in work-in-process. However, the Last Payment Amount includes the total amount of payments received on the last payment date (including both processed and work-in-process payments). The Billing History includes all billed information. The beginning and ending dates selected for printing the Work-In-Process Report are not used as selection criteria for Billing History information.

The following is an example of the billing history.

Total Billed   Hours      Fees    Expenses   Advances  Fin. Charge     Payments
Billable:      36.75   4511.49      164.41       0.00       197.64      1396.71
Write Off:              198.75        0.00       0.00         0.00
Non-billable:   2.00    250.00        0.00       0.00

Last Statement: 10/29/21    Last Payment: 04/05/21    Last Payment Amount: 7.67

Select this check box if you want a client'sBilling Notes & Instructions included on the report.

Clear this check box if you do not want Billing Notes & Instructions included on the report.

Select this check box if you want clients' Beginning Statement Notes included on the report.

Clear this check box if you do not want clients' Beginning Statement Notes included on the report.