In this video we will walk through how to generate and send invoices.
Key Actions on Pre-Bills
From the Pre-Bills list, you can perform several actions without opening each pre-bill:
Generate Invoice- Create an invoice from the selected pre-bill.
Generate and Send- Create and email the invoice to the client.
Generate and Print- Create the invoice and prepare it for printing.
Edit Pre-Bill Number- Modify the pre-bill number as needed.
Delete Pre-Bill- Remove the pre-bill, returning all time and expense entries back to WIP.
View History- Check the history of actions taken on the pre-bill.
Generate an Invoice
To convert a pre-bill to an invoice from the pre-billed tab:
Navigate to the Pre-Billed page from the left-hand menu.
Click the three dots icon to the right of a pre-bill.
Select Generate Invoice from the dropdown menu.
Click Yes, Generate Invoice.
To convert a pre-bill to an invoice from the pre-bill:
Navigate to the Pre-Billed page from the left-hand menu.
Click the pre-bill number.
Click the Generate Invoice button.
Select Generate Invoice from the dropdown menu.
Click Yes, Generate Invoice.
Generate Invoices in Bulk
To convert multiple pre-bills to invoices:
Navigate to the Pre-Billed page from the left-hand menu.
Click the All Filters button.
Set Status to Approved. Apply any additional filters as needed.
Click the Apply Filters button.
Check the checkboxes of the pre-bills you want to process.
Click the Bulk Actions button.
Select Generate Invoices from the dropdown menu.
Click Yes, generate invoices.
Generate and Send Invoices in Bulk
To convert multiple pre-bills to invoices and email them to clients:
Navigate to the Pre-Billed page from the left-hand menu.
Click the All Filters button.
Set Status to Approved. Apply any additional filters as needed.
Click the Apply Filters button.
Check the checkboxes of the pre-bills you want to process.
Click the Bulk Actions button.
Select Generate & Send Invoices from the dropdown menu.
Update the details.
Click Send.
Click Yes, generate invoices.
When using the Generate and Send option, you can customize the email settings:
Recipients: Select from existing email addresses or add a new one.
Summary Type: Choose what information to include in the email body:
Matter Summary: Best for matter-based billing.
Client Summary: Displays totals across all matters for the client.
Invoice Summary: Includes only details related to the attached invoice.
None: Sends a simple email indicating that the invoice is attached.
Invoices Page
The Invoices page allows you to view and manage all client invoices in one place. From here, you can:
Review aging balances
Track billed and un-billed amounts
Apply filters
Print individual or multiple invoices
Prepare Invoices to Print
When preparing invoices to print, it's recommended to filter the list to invoices dated today or within a defined date range. This helps narrow the list and makes invoices easier to locate.
Navigate to the Invoices page from the left-hand menu.
Click the All Filters button.
Set Invoice Date to Today. Apply any additional filters as needed.
Click the Apply Filters button.
Check the checkboxes of the invoices you want to print.
Click the Bulk Actions button.
Select Download Invoice PDFs or Print Invoice PDFs from the dropdown menu.
Download Invoice PDFs downloads each invoice as a separate PDF within a ZIP file that can then be printed individually.
Print Invoice PDFs generates a single PDF with each invoice on its own page, ready for printing.
Click the notifications (bell-shaped) icon in the top right.
Click Download under the notification.
