In the Billing Center, a Search Invoices tab sits next to Pay Invoices, built for finding records instead of paying them. There's no limit on invoice age. Your results show as summary on screen, and you export what you need as a CSV or PDF.
How It Works
- Go to Billing Center
- Click the Search Invoices tab
- Enter at least one filter: Case Number, Matter Number or Billing Code, Party Name, or a date range
- Click Search

- Check your results in the summary: Total Invoices, Oldest Date, Newest Date, Total Value, Paid, and Unpaid.

- Below the summary, click Export as CSV or Export as PDFs.
- Name your export. Add a description if it helps you find it later.

- Click Confirm Export:
- Your export runs in the background. Feel free to close the page while it processes. We'll email you when it's ready, and you'll find the file waiting on your Downloads page.
Receiving Invoices by Email
To have invoices sent to a specific user automatically:
- Go to My Account
- Click Firm Contacts
- Click the pencil icon to edit a user
- Enable invoice receipt for that user
