This will override any Matter-level invoice settings.Įxpense only - generate invoices for only expense entries. This will override any Matter-level invoice settings.

Time only - generate invoices for only time entries. This will override any Matter-level invoice settings. Time & Expense - generate invoices for both time and expense entries. For example, if the setting at the Matter-level specifies ‘Expenses only’, upon selecting ‘Matter Billing Arrangement’ here, you will only generate an invoice for Expense entries. Matter billing arrangement - whatever settings are at the Matter-level ( Clients>Clients & Matters>Matter Name>Invoice Settings>Billing Arrangement) will determine how the draft invoice is created. Invoice Date - date to generate invoice on. These categories are created under the Client>Settings>Billing Categories tab.ĭate Range - the dates entries were created. Leaving it blank will allow you to bill as far back as possible. un-billed entries).īilling Category - generate invoices for a specific billing category. Users can filter the list down from All Clients and All Matters to My Matters and Responsible Staff Member. Invoices will only get generated for Clients-Matters that don’t already have an invoice generated against them (i.e.

This article will walk you through how to create, view, download, and send out draft invoices.Ĭlick on New Draft Invoices link to create a new invoice.Ĭreate For - select the required client and matter from the list. Hold Billing Until Next Invoice or Permanently.Consolidate Multiple Matters for Invoicing.

How to create invoice on word