How to Filter Law Firm Invoices by Paid, Unpaid, or Overdue Status | RunSensible

In RunSensible, billing teams can filter law firm invoices by status, including paid and overdue bills. RunSensible’s Help Center also shows that the Bills List includes invoice status information such as Draft, Sent, Paid, Partially Paid, and Overdue, giving firms a practical way to review where each bill stands before taking the next billing step.

The Problem: Billing Follow-Up Gets Hard When Invoice Status Is Not Easy to See

For many law firms, the billing problem is not just creating invoices. It is knowing which invoices have been paid, which still need attention, and which are overdue.

When invoice status is buried in spreadsheets, accounting notes, inboxes, or separate systems, billing staff often have to spend extra time checking balances before they can follow up. That creates avoidable administrative friction. A team member may need to confirm whether a client paid, whether a bill was only partially paid, or whether the due date has already passed.

This becomes especially difficult when multiple people are involved in billing, collections, client communication, and matter management. Without a clear invoice status view, firms risk inconsistent follow-up and slower payment tracking.

Use Case Scenario: A Firm Needs a Faster Way to Review Paid and Overdue Invoices

A small but growing law firm sends invoices across several active matters each month. The billing coordinator needs to quickly answer basic questions:

Which invoices are already paid?
Which invoices still have a balance?
Which invoices are overdue and need follow-up?
Which invoices should be reviewed before sending reminders?

Instead of opening each invoice one by one, the firm needs a more organized way to filter the billing list by status and narrow results by client, matter, responsible attorney, due date, invoice date, invoice number, invoice status, or total.

Solution: Use Invoice Status and Billing Filters in RunSensible

RunSensible supports invoice filtering through the billing area. The Help Center explains that users can filter bills by payment status and use the Filter button to apply more detailed criteria, including Invoice Status, Due Date, Client, Matter, Responsible Attorney, Originating Attorney, Invoice Date, Invoice Number, and Total.

RunSensible also provides a bill status overview that helps teams quickly assess the billing picture. The Help Center states that users can see the number of bills and the total monetary amount associated with each status, and clicking a status filters the bills list to that category.

That means a firm can move from “checking invoices manually” to reviewing invoice status in a more structured way.

Step-by-Step: How to Filter Law Firm Invoices by Status

1. Open the Bills section

Start in the Bills area, where invoice records are managed. RunSensible’s Bills section is designed to help teams track and manage invoices, including draft bills, overdue bills, and paid invoices.

2. Review the invoice status column

The Bills List includes a Status column that indicates the current payment status of each bill. Documented examples include Draft, Sent, Paid, Partially Paid, and Overdue.

For billing teams, this makes the invoice list easier to scan before applying deeper filters.

3. Filter by payment status or invoice status

RunSensible’s filtering workflow supports filtering bills by payment status and also allows users to apply specific filters through the Filter button. One of the available fields is Invoice Status, which can help narrow the list to the billing records that need review.

For example, a billing team may use status filtering to focus on paid bills, overdue bills, or other open invoice statuses that still need action.

4. Use due dates and balances to understand unpaid work

The Help Center specifically references overdue bills and paid bills, and the Bills List includes balance and due date information. The Balance column shows the remaining balance due, while the Due Date column helps teams track when payment is expected.

Because “unpaid” may be represented through open statuses such as Sent, Partially Paid, Overdue, or remaining balance depending on the bill’s condition, firms should use the status, balance, and due date fields together when reviewing unpaid invoice work.

5. Add more filters when the list is too broad

If the billing list is still too large, RunSensible allows more detailed filtering by fields such as Client, Matter, Responsible Attorney, Due Date, Invoice Date, Invoice Number, Invoice Status, and Total. The Help Center also describes adding multiple criteria and choosing whether conditions should work together using And or Or logic.

This helps a firm answer more specific operational questions, such as:

Which overdue invoices belong to a particular attorney?
Which unpaid invoices are tied to one client or matter?
Which invoices are due within a specific date range?

6. Save frequently used filters

For recurring billing review, RunSensible lets users save filters for future use. This can be useful for common billing workflows, such as weekly overdue invoice review or monthly paid invoice reconciliation.

Outcome: Better Visibility Across Billing Follow-Up

Filtering invoices by status gives law firms a clearer way to manage billing follow-up. Instead of relying on manual checks or disconnected spreadsheets, teams can review invoice status, due dates, balances, and related billing fields in one workflow.

This does not replace a firm’s financial controls or accounting review process. But it does support a more organized billing routine by helping staff identify paid invoices, overdue bills, and invoices that may still need attention.

If your firm needs a more organized way to manage invoice follow-up, RunSensible supports invoice status visibility and billing filters that make day-to-day billing work easier to review and act on.

FAQs

Can I filter invoices by paid status in RunSensible?

Yes. RunSensible’s Help Center explains that bills can be filtered by payment status, and the Bills List includes status values such as Paid.

Can I filter overdue invoices?

Yes. RunSensible documents overdue bills as part of the billing workflow, and the bill status overview lets users click a status to filter the bills list by that category.

Can I filter unpaid invoices?

RunSensible documentation supports filtering by payment status and invoice status. The exact visible status may depend on the invoice condition, but the documented status examples include Sent, Partially Paid, Paid, and Overdue, and the Bills List also shows remaining balance and due date information.

Can I combine invoice status with other filters?

Yes. RunSensible allows users to combine invoice filters with other fields such as Client, Matter, Responsible Attorney, Due Date, Invoice Date, Invoice Number, Invoice Status, and Total.

Can I save invoice filters for later?

Yes. The Help Center explains that users can save configured filters and retrieve them later, which is useful for repeated billing review workflows.

Final Thought

Invoice follow-up becomes harder when billing staff cannot quickly tell which invoices are paid, unpaid, or overdue. RunSensible gives firms a more organized way to review invoice status, narrow billing lists, and focus on the records that need attention. For law firms managing recurring billing cycles, status-based filtering can reduce manual checking and create a more consistent billing review process.

Help Center Links

• Filtering bills – https://help.runsensible.com/billing/filtering-bills/
• Bill status overview – https://help.runsensible.com/billing/bill-status-overview/
• Searching and customizing bills – https://help.runsensible.com/billing/searching-and-customizing-bills/
• Billing overview – https://help.runsensible.com/billing/
• How to navigate RunSensible bills – https://help.runsensible.com/getting-started/how-navigate-runsensible/