Document Management
Maatdesk allows you to upload documents and view, e-sign, or share them without the need for external services. In this guide, you will learn to manage all the necessary documents for any matter. Table of contents Accessing Documents tab Uploading files Creating a folder Generating documents from templates Navigating the structure of the Documents tab…
maatdeskadminUnderstanding Invoice statuses
This guide provides an explanation of each of the statuses of any invoice, what to do and what not to do in each of them. Table of contents Understanding invoice statuses Sub-states of the invoices Invoice statuses Draft status Pending Approval status Approved status Paid status Voided status Understanding invoice statuses Invoice statuses in Maatdesk…
Structure of the Billing Details window
This guide explains all the elements involved in an invoice and the actions you can take from the Billing Details window. Table of contents Structure of the Billing Details window Invoice header Action buttons Status or “Actions” selector Detail level selector Share button Download PDF button Edit button Payment details Payments Credit Notes Invoice details…
How to work with Notes
In this guide, you will learn how to manage notes to keep track of work in progress, conversations, or important information related to a matter or contact. Table of contents Creating a Note Editing a Note Deleting a Note Creating a Note To create a note: Go to any Matter or Contact dashboard. You can…
Managing Payment Plans
The Payment Plan tool allows you to manage invoice installments, controlling when and how much the client must pay in a given period. Through this guide, you will learn how to manage payment plans for bills and requests. All the actions described in this guide will be done after the creation of an invoice. Table…
Managing Credit Notes
Through this guide, you will learn how to manage credit notes in Maatdesk so that the client does not have to pay the full amount of the invoice. All actions described in this guide will be performed after creating a bill. Table of contents Creating a Credit Note Editing a Credit Note Deleting a Credit…
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…
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…
Getting started with Payments
In this tutorial, you will learn how to manage Payments for any type of invoice. Before you start reading, consider the following items: Payment management is similar for bills and requests, the particularities of each case are explained when necessary. Invoices, in general terms, refer to both types (bills and requests). Table of contents Recording…