How do I add who performed each line item to an Invoice?
Next, Go to the Invoice Customization page of Firm Settings
Then, set the Timekeeper field to be Visible
When you add line items to your invoices, associate the responsible attorney to each item. The attorney's initials will show on the invoice with this line item.
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 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 ...
How Do I Add Interest to My Invoices?
If you need to add interest to an invoice, you can do so by: Click on the plus sign to add a new line item Selecting a Service as the type, select a subtype which can be created in Firm Settings Fill out the required information for the line item ...
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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