Structure of the Billing Details window

November 3, 2026

The Billing Details window shows everything about one bill: its status, payments, credit notes, installments and the invoice itself.

To open it, click the underlined invoice number in the Billing tab or in the Bills tab of a matter or contact.

Header, tabs and invoice

Billing Details window of a paid invoice
Billing Details of a paid invoice.
  1. Go to Billing returns to the Billing module.
  2. The invoice number and its status.
  3. The detail level: All Details or Summary.
  4. Share emails the invoice to the client of the matter. The client needs an email in their contact information; otherwise a red bar shows <client> has no email saved to contact information. Download PDF downloads the invoice (allow pop-ups in your browser). Bill Report opens a side panel: select the Template (required) and click Show report.
  5. Edit is enabled only for Draft and Pending Approval bills. On a Paid bill, Edit is grayed out and the status selector is hidden.
  6. The Payments and Credit Notes tabs, shown for Approved and Paid bills.
  7. Issue Refund refunds a payment of the bill.
  8. The payments of the bill: Date, Source, Destinations and Amount. Under Actions, get the receipt or delete the payment.
  9. Invoice Details: matter participant, matter, issue and due dates, bill total, tax, paid and due amounts. Click − to collapse it. When the bill has a payment plan, an Installments card below it lists each installment’s Date, Amount and Status, with Edit and Delete buttons.
  10. The invoice: your firm, the recipient, the date, the total due and the activities. The ribbon shows the status.

In the invoice, only time entries show Duration and Rate.

Approved bills

Billing Details window of an approved invoice with no payments
Billing Details of an approved invoice.
  1. The status selector. See Invoice statuses Overview.
  2. Request Payment requests a payment from the client. It requires a merchant: if none is configured, it’s grayed out and its tooltip says A merchant must be configured to request payments. See Managing Merchants.
  3. Record new payment records a payment for the bill.
  4. Add Payment Plan creates a payment plan. When you save a plan, the bill’s due date changes to the date of the first installment, and the Installments card appears under Invoice Details until the bill is paid. See Managing Payment Plans.
  5. The Credit Notes tab. See Managing Credit Notes.
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