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Invoicing & Billing

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  • Create Invoice or Invoice Batch
  • How do I make an invoice batch?
  • Creating Client Statements
  • How are Late Fees Calculated?
  • Flat Fee Billing Method
  • Invoice Template Design Options
  • Is there a way to bill two separate clients for the same project/matter?
  • Add New Entries To Pre-Existing Invoice
  • Invoice Management & Invoice Search
  • Combining Prebills
  • 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 Discount 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?
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