How do I add a line item discount to an invoice?
To notate a discount as a line item, please follow the steps below:
Go to the Invoice page that you would like to discount
Add or choose a line item to the invoice you would like to put a discount to.
Enter the amount or percentage you would like to discount under the "Discount" column of the line items.
In the Description field, notate the details of the discount.
How Do I Add an Invoice Level Discount?
If you would like to discount an entire invoice for a client you can do so inside of the invoice. You are also able to add line item discounts. Select the Invoice that you would like to discount Add an amount in the "Discount" field at the top of the ...
How do I add who performed each line item to an Invoice?
First, ensure that all members of your firm have their initials entered into the User Initials field of My Settings. Next, Go to the Invoice Customization page of Firm Settings Then, set the Timekeeper field to be Visible When you add line items to ...
How do I apply direct payment to more than one invoice for a client?
With "Apply Direct Payment" you can add one payment to multiple invoices from multiple or specific matters for a contact Go to the Accounting section, click on the "+" and click Apply Direct Payment. This will allow you to apply a payment to a ...
How Do I Invoice Unbilled Activities?
You can invoice unbilled any of your time entries and expenses in the Accounting section. In the Invoice page, click the + button on the green bar and select "Invoice Unbilled Activities". This will bring you to a page that shows all unbilled time ...
How do I apply a partial payment to an invoice?
If a client will be paying invoices in installments or give you one large amount for multiple invoices, you may need to apply a partial payment. To do so: Select from either the Quick Add or in the Accounting Section, 'Apply Direct Payment' Fill out ...
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