Invoicing & Billing
- How do I create an invoice?
- How do I make an invoice batch?
- Can I add an entry to a pre-existing invoice?
- How do I create statements for my clients?
- How are Late Fees Calculated?
- How do I charge a flat fee for a project and create an invoice for it?
- How do I setup billing rates?
- Is there a way to bill two separate clients for the same project/matter?
- Invoice Management & Invoice Search
- I created an invoice but it's missing work entries
- Can I select which entries get billed when creating an invoice?
- Can I select certain entries to be removed from my Invoice?
- Help! I accidentally deleted my invoice!
- What are the columns of check boxes on the New Invoice Batch screen?
- What is the difference between a single invoice and an invoice batch?
- How do I unfinalize an invoice to make further edits?
- How do I make an invoice summary?
- How do I set up my default payment terms?
- How do I add a Discount on an invoice?
- Retainer Replenishment Feature
- What does the invoice email I send my client look like?
- How do I create a one-time Retainer Invoice?
- Is there a way I can set a default discount for a certain client?
- What's the "Off Month Batch" feature for?
- How do I add an invoice to an invoice batch?
- Can I Finalize all invoices in my batch?
- How do I email an invoice through the program?
- How do I create an invoice summary for just the labor or expenses?
- How do I edit the contractor's rate for a project or a client?
- How do I write-up and write-down an invoice?
