Managing Invoices
Guide Overview This guide covers managing invoices, including looking at Viewing, Writing Off, Receipting, Cancelling, Approving and Finalising invoices, creating Credit Notes, and Unlinking R...
Invoicing
7 articles
Creating and editing an Invoice
Overview This user guide provides a step by step instruction for undertaking the tasks involved in generating a singular client invoice in a single client matter. Creating invoices in bulk in mul...
Split Invoicing
Overview Split invoicing enables you to split an invoice proportionally among multiple parties so that each party is issued an invoice for payment of a specific percentage of the total invoiced ...
How do I apply Credit Notes or Client Funds to an Invoice or Disbursement?
This article applies to the following scenario: A Credit Note has been processed on the matter, or There are matter Office Credit Funds which are available to allocate to an invoice Proced...
Automatic Invoice Credit Notes (UK only)
Guide Overview This guide will show how the Credit Note will be created and where you will be able to view it on the matter. A Credit Note is ONLY automatically created when an Issued invoice is...
How to Approve an Invoice using the "Approve all invoices" Role when you are not the approver
If an invoice is awaiting approval by another user, but you wish to approve the invoice (and you have the "Approve all invoices" Role), you can do so using the following steps: 1. Click on...
Invoice Approvals
Overview Invoices can be approved within the system which keeps an audit trail of the process. Your system administrator will decide which method of approval is suited for your firm. This gu...