Accounting Menu


Unpaid Invoice Report

Shows all jobs that a server has completed but has not yet been paid. Lets you look at unpaid invoices by a client to review what is outstanding.

Cash Analysis Report

Lets you see what payments have been made by client and allows for organizing by general, detail, summary.

Finding Client Payment


Pay Process Server


Understanding Invoices

Short Form Invoice, Long Form Invoices, and Specialty Invoices (Can be used for non-process-server jobs like investigations.)

Past Due and Current Invoice Client Report

Shows all unpaid invoices in a statement format. Allows for filtering by aging. Allows for distribution by email or regular mail.

Apply Payment

Allows for applying payment from a client.

Unpaid Server Report


Find Server Payment

Look up information about how a server has been paid.