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 Request status
Each request in Maatdesk can switch between its possible states (where each state has a meaning) once certain conditions are met or depending on the user’s decision, in turn allowing certain actions to be taken or not. This guide provides an explanation of each of the statuses of any request, what to do, and what…
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…