Invoicing & Billing
- What do I need to know when exporting to LEDES?
- How do I create (or generate) an invoice?
- How do I charge a flat fee for a project and create an invoice for it?
- How do I setup billing rates?
- Can I add an entry to a pre-existing invoice?
- Can I see if my client opened their invoice email?
- ACH Setup with Stripe through the Client Portal
- Can I select certain entries to be removed from my Invoice?
- Can I select which entries get billed when creating an invoice?
- Can I customize my Invoice Numbers?
- Is there a Replenish Retainer feature?
- Is there a way I can set a default discount for a certain client?
- Can I Finalize all invoices in my batch?
- How do I setup a Cover Letter?
- How do I use & Access the Client Portal?
- How do I add a Discount on an invoice?
- How can I have the Balance Due show the amount for one project only under my client?
- How do I email an invoice through the program?
- How to Setup Invoice Settings on an Account, Client, and Project level.
- How do I have 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 delete a work entry from an invoice?
- I created an invoice but it's missing work entries!
- I changed the address in the system but the old address is still on the invoices. What do I do?
- Can I create a statement for disabled clients?
- How do I unfinalize an invoice to make further edits?
- How do I add an invoice to an invoice batch?
- I created an invoice but I don't see it listed in the Accounting of my client or project.
- I want to create a single invoice but the page says "Batch." Can I still make a single invoice here?
- How do I apply a credit balance adjustment on an invoice?