Billing
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:…
maatdeskadminGenerating 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 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…
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…
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…
Getting 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…