How-To:Invoice: Difference between revisions

From ContactsLaw Documentation
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== 1. Getting Started ==
* Select the ''Home'' tab on the ribbon a<nowiki/>nd, under ''Billings'', click ''Create Invoice''[[File:Step 2 - Create Invoice.png|none|thumb|500x500px]]


1.'''Open the App and Navigate to Billing:'''
== 2. Enter Invoice Details ==
 
* Open the app and go to the ''''Billing'''<nowiki/>' section. Click the arrow and select "'''Create Invoice'''".[[File:Step 2 - Create Invoice.png|none|thumb|500x500px]]
 
 
2. '''Enter Invoice Dates:'''
 
* '''Invoice Date:''' Enter the date to appear on the printed invoice.
* '''Invoice Date:''' Enter the date to appear on the printed invoice.
* '''Due Date:''' Set the date when payment is due. By default, it is 14 days after the invoice date. Adjust if necessary.
* '''Due Date:''' Set the date when payment is due. By default, it is 14 days after the invoice date. Adjust if necessary.
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[[File:Step 2 - Create an Invoice.png|none|thumb|500x500px]]
[[File:Step 2 - Create an Invoice.png|none|thumb|500x500px]]


 
'''Set Billing Contact'''
3. '''Set Billing Contact'''


* The billing contact defaults to the client of the matter. To address the invoice to another person, change the contact information accordingly.
* The billing contact defaults to the client of the matter. To address the invoice to another person, change the contact information accordingly.
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[[File:Step 3 - Create an Invoice.png|none|thumb|500x500px]]
[[File:Step 3 - Create an Invoice.png|none|thumb|500x500px]]


 
'''Billing Options'''
4. '''Billing Options'''


* '''Quote:''' If the invoice is based on a quote, select it to pre-fill items. If not, build the invoice directly.
* '''Quote:''' If the invoice is based on a quote, select it to pre-fill items. If not, build the invoice directly.
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[[File:Step 4 - Create an Invoice.png|none|thumb|500x500px]]
[[File:Step 4 - Create an Invoice.png|none|thumb|500x500px]]


 
'''Select an Invoice Template'''
5. '''Select an Invoice Template'''


* Choose an appropriate template to format the invoice. If no template is available, add one later. This template will generate a printable document linked to the invoice.
* Choose an appropriate template to format the invoice. If no template is available, add one later. This template will generate a printable document linked to the invoice.
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[[File:Step 5 - Create an Invoice.png|none|thumb|500x500px|[[File:Step 5.1 - Create an Invoice.png|none|thumb|500x500px]]]]
[[File:Step 5 - Create an Invoice.png|none|thumb|500x500px|[[File:Step 5.1 - Create an Invoice.png|none|thumb|500x500px]]]]


 
== 3. Add Invoice Items ==
6. '''Add Invoice Items'''
 
* '''Products:''' Include products (groupings of time or fixed charges). Adjust quantities and rates as needed.
* '''Products:''' Include products (groupings of time or fixed charges). Adjust quantities and rates as needed.
* '''Custom Items:''' Add any other billable items with a free-form description (e.g., photocopying charges).
* '''Custom Items:''' Add any other billable items with a free-form description (e.g., photocopying charges).
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[[File:Step 6 - Create an Invoice.png|none|thumb|500x500px]]
[[File:Step 6 - Create an Invoice.png|none|thumb|500x500px]]


 
== 4. Review and Finalise ==
7. '''Review and Finalise'''
 
* Save the invoice as a draft if further changes are needed.
* Save the invoice as a draft if further changes are needed.
* Finalise the invoice to post it to the general ledger, making it unchangeable.
* Finalise the invoice to post it to the general ledger, making it unchangeable.
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[[File:Step 7 - Create an Invoice.png|none|thumb|500x500px]]
[[File:Step 7 - Create an Invoice.png|none|thumb|500x500px]]


 
== 5. Print, Send, or Export Invoice ==
8. '''Print, Send, or Export Invoice'''
 
* '''Print:''' Utilize the template to print the invoice document.
* '''Print:''' Utilize the template to print the invoice document.
* '''Send:''' Generate a covering email with the invoice attached, addressed to the billing contact.
* '''Send:''' Generate a covering email with the invoice attached, addressed to the billing contact.
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[[File:Step 8 - Create an Invoice.png|none|thumb|500x500px]]
[[File:Step 8 - Create an Invoice.png|none|thumb|500x500px]]


 
== 6. Trust Transfer ==
9. '''Trust Transfer'''
 
* If applicable, navigate to the trust transfer section.
* If applicable, navigate to the trust transfer section.
* Enter the transfer date, trust balance, and transfer amount. Review the balance after transfer.
* Enter the transfer date, trust balance, and transfer amount. Review the balance after transfer.
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'''Additional Features:'''
== Additional Features ==
 
* Use the refresh button to update invoice amounts if time records or other details change.
* Use the refresh button to update invoice amounts if time records or other details change.
* Use the total button to round the invoice total to a specific amount, adjusting item amounts proportionally.
* Use the total button to round the invoice total to a specific amount, adjusting item amounts proportionally.

Revision as of 11:05, 4 September 2024

1. Getting Started

  • Select the Home tab on the ribbon and, under Billings, click Create Invoice
    Step 2 - Create Invoice.png

2. Enter Invoice Details

  • Invoice Date: Enter the date to appear on the printed invoice.
  • Due Date: Set the date when payment is due. By default, it is 14 days after the invoice date. Adjust if necessary.
  • Interest Accrual Date: Set the date when interest begins to accrue. This can be the same as the due date or different if you want to allow a grace period.
Step 2 - Create an Invoice.png

Set Billing Contact

  • The billing contact defaults to the client of the matter. To address the invoice to another person, change the contact information accordingly.
Step 3 - Create an Invoice.png

Billing Options

  • Quote: If the invoice is based on a quote, select it to pre-fill items. If not, build the invoice directly.
  • Rate Scale: Choose the rate scale to apply, reflecting the rates as of the current date or a specified date.
  • Cut-Off Date: Set the cut-off date for including items in the invoice. For example, include charges up to the day before the invoice date.
  • GST: Decide whether to charge GST (sales tax). If not applicable, set the amounts to 0.
Step 4 - Create an Invoice.png

Select an Invoice Template

  • Choose an appropriate template to format the invoice. If no template is available, add one later. This template will generate a printable document linked to the invoice.
Step 5.1 - Create an Invoice.png

3. Add Invoice Items

  • Products: Include products (groupings of time or fixed charges). Adjust quantities and rates as needed.
  • Custom Items: Add any other billable items with a free-form description (e.g., photocopying charges).
  • Discounts: Apply discounts as a fixed amount or a percentage of the total invoice.
Step 6 - Create an Invoice.png

4. Review and Finalise

  • Save the invoice as a draft if further changes are needed.
  • Finalise the invoice to post it to the general ledger, making it unchangeable.
  • Finalising will generate and link the invoice document to the matter.
Step 7 - Create an Invoice.png

5. Print, Send, or Export Invoice

  • Print: Utilize the template to print the invoice document.
  • Send: Generate a covering email with the invoice attached, addressed to the billing contact.
  • Export: Download the invoice document for further editing or records.
Step 8 - Create an Invoice.png

6. Trust Transfer

  • If applicable, navigate to the trust transfer section.
  • Enter the transfer date, trust balance, and transfer amount. Review the balance after transfer.
  • Add a document for authorization if required.
Step 9 - Create an Invoice.png


Additional Features

  • Use the refresh button to update invoice amounts if time records or other details change.
  • Use the total button to round the invoice total to a specific amount, adjusting item amounts proportionally.
Step 10 - Create an Invoice.png
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