Billing module Overview
The Billing module is where you create, find and follow up on the bills (invoices) of your firm. It has three tabs: Billing, Billable Clients and Monthly/Retainer Fee.
Billing
Billing
Billing
Invoice statuses Overview
Every bill has a status that tells you where it is in its life cycle and what you can do with it: Draft, Pending Approval, Approved, Paid or Voided.
Billing
Structure of the Billing Details window
The Billing Details window shows everything about one bill: its status, payments, credit notes, installments and the invoice itself.
Billing, Requests
Managing Payment Plans
A payment plan splits the amount of a bill or request into installments with due dates, so you and your client can follow when each part should be paid.
Billing
Managing Credit Notes
A credit note reduces the amount a client owes on a bill, for example to give a discount or correct a mistake, without editing the bill.
Billing
Getting started with Billing
A quick bill gathers the unbilled time entries, expenses and flat fees of a matter into an invoice for the client. This article shows how to create, edit and delete a bill.
Billing
Generating Bills for Monthly/Retainer Fee matters
Matters with the Monthly/Retainer Fee billing method are billed a fixed amount every month. When a matter is due a new bill, it appears in the Monthly/Retainer Fee tab of the Billing module, where you can generate the bills of one, several or all matters at once.
Billing
Generating Bills for Billable Clients
The Billable Clients tab lists the clients with unbilled activities. From there you can generate the bills of one or more clients, or of specific matters, in one step.