Review reports and export records

Open More → Reports & export in Invoices. Select the relevant report and filters before downloading data.

Report	Use it to
Current receivables aging	Review outstanding balances by days past due.
Owner workload	See which teammates are responsible for open invoices and follow-up.
Payment and adjustment records	Reconcile payments, credits, and reversals over a selected date range.
QuickBooks payment history or Clio payment allocations	Review provider-synced payments when the connection is available.

Verify the firm, date range, and totals before sharing an export. Cash payments, credits, reversals, imported balances, and write-offs have different effects. Use the invoice Activity and the payment history to explain discrepancies. Handle exported files with the same care as billing records in the app.