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Invoicing

How to Generate Invoices (Single and Multiple)
If it is an hourly matter, be sure to have some time/expense cards already entered. If it is a fixed fee or contingency matter, be sure to enter those amoun...
Wed, 9 Aug, 2017 at 5:20 PM
Editing Unpaid Invoices
You may have unpaid invoices you want to make changes to such as editing the time card, applying a discount, etc. To do this: Go to Matter Page &g...
Fri, 4 Aug, 2017 at 9:31 AM
Editing Paid Invoices
There are times where you need to make changes to a paid invoice for a client such as adding more time/expense cards to the invoice, adding a discount, etc ...
Fri, 4 Aug, 2017 at 10:20 AM
Invoicing in Bulk
These are features that can be used across multiple clients and matters, all in one process.  These features can save the user time by not looking into each...
Fri, 4 Aug, 2017 at 10:10 AM
How to Print Invoices (Single)
From Matter Details: Go to the Matter Page > select the client matter > Click Details Under Matter Details > Invoices Tab > ...
Fri, 4 Aug, 2017 at 10:18 AM
How to Print Invoices (Multiple)
From Matter Details: Go to the Matter Page > select the client matter > Click Details Under Matter Details > Invoices Tab > Click...
Mon, 7 Aug, 2017 at 9:40 AM
Viewing Unpaid Invoices
Viewing Unpaid Invoices from Matter Details: Go to Matter Page > Select client-matter > Click Details On Matter Details Page > Click...
Mon, 7 Aug, 2017 at 9:50 AM
Viewing Paid Invoices
Viewing Paid Invoices from Matter Details: Go to Matter Page > Select the client-matter > Click Details On Matter Details Page > Cli...
Mon, 7 Aug, 2017 at 9:59 AM
How to Email Your Invoices
Emailing Invoices Across All Matters Navigate to Activities Select the Invoices Tab Action > Email Invoice(s) (Here all invoices will be...
Mon, 7 Aug, 2017 at 10:08 AM
How to Delete/Void Invoices
Deleting an Invoice You can always edit an invoice, but if you accidentally generated one, you can also delete it. Deleting an invoice does not delete its...
Mon, 7 Aug, 2017 at 10:17 AM