Understanding Billing module
This guide explains all the elements involved in the Billing window and the basics of the Billing, Billable Clients, and Monthly/Retainer Fee tabs. Table of contents Composition of the Billing window Structure of the Billing tab Structure of the Invoice table Structure of the Billable Clients tab Structure of the Monthly/Retainer Fee tab Composition of…
maatdeskadminGetting started with Billing
In this tutorial, you will learn the basics of Billing so that you can charge clients for the services provided in a very simple way. Table of contents Creating a Bill Activities section Adding activities to the invoice Editing activities on the invoice Deleting activities on the invoice Details section Setting the Issue Date and…
Managing your Offices
In this guide, you will learn how to manage your firm’s offices so that they are included as part of any matter. Table of contents Accessing the Offices tab Creating an Office Editing an Office Deleting an Office Accessing the Offices tab Click the Settings () link on the left side panel. Click the Manage…
Understanding Matters module
Through this guide, you will learn the basic concepts of the Matters window, an explanation of its main elements, and the actions you can take. Table of contents Composition of the Matters window Structure of the Matter table Composition of the Matters window To access the Matters window, simply click the Matters () link on…
Structure of the Matter dashboard
This guide explains the composition of the Matter dashboard and all its tabs and elements, as well as the actions you can take from each of them. Table of contents Structure of the Matter dashboard Content of the Matter Dashboard tabs Dashboard tab Rearranging the widgets Contacts widget Details widget Time Entries widget Financials widget…
Generating Bills for Monthly/Retainer Fee matters
In this guide, you will learn, through the Monthly/Retainer Fee tab, how to automatically generate invoices for matters with this billing strategy. Table of contents Accessing the Monthly/Retainer Fee tab Setting the Details Level Setting Tax Options Configuring Payment Options Related guides or tutorials Accessing the Monthly/Retainer Fee tab To enter the Monthly/Retainer Fee tab:…
Generating Bills for Billable Clients
In this guide, you will learn how to automatically generate invoices for all clients with unbilled activities through the Billable Clients tab. Table of Contents Accessing the Billable Clients Tab Setting the Details Level Setting Tax Options Configuring Payment Options Related guides or tutorials Accessing the Billable Clients Tab To enter the Billable Clients tab:…
Understanding Matter statuses
In this guide, you will learn what the three default statuses of a matter are in Maatdesk, in which situations they can be applied, and how to switch to any of them. Table of contents Matter statuses How to know the status of any Matter How to change the status of any Matter Matter statuses…
Getting started with Matters
In this tutorial, you will learn the basics of working with Matters and gather the information you need for effective matter lifecycle management. Table of contents Creating a Matter Main information Billing preferences Hourly rate Flat Fee Contingency Fee Monthly/Retainer Fee Custom forms Editing a Matter Deleting a Matter Creating a Matter To create a…