How-To:Invoice: Difference between revisions

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==How to create an “Invoice”==


1.'''Open the App and Navigate to Billing:'''


1. Open the app and navigate to the ''''Billing'''<nowiki/>' section.
* 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]]
[[File:Step 1 - Create Invoice.png|none|thumb|500x500px]]




2. Click the down arrow and select "'''Create Invoice'''".
2. '''Enter Invoice Dates:'''
[[File:Step 2 - Create Invoice.png|none|thumb|500x500px]]


* '''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.


3. Enter a search term or use "'''This is a test'''". Double-click or press "'''Enter'''".
[[File:Step 2 - Create an Invoice.png|none|thumb|500x500px]]
[[File:Step 3 - Create Invoice.png|none|thumb|500x500px]]




4. Input the '''invoice date''' and '''due date''' for the specific person being billed, and add interest from the date.
3. '''Set Billing Contact'''
[[File:Step 4 - Create Invoice.png|none|thumb|500x500px]]


5. Utilize the available Invoice options to include a quote, use rates as of the date, set a cut-off date, and choose whether to charge GST.
* The billing contact defaults to the client of the matter. To address the invoice to another person, change the contact information accordingly.
[[File:Step 5 - Create Invoice.png|none|thumb|500x500px]]


6. If available, select a previous template for configuration.
[[File:Step 3 - Create an Invoice.png|none|thumb|500x500px]]
[[File:Step 6 - Create Invoice.png|none|thumb|500x500px]]  


7. Navigate to the '''trust transfer''' section.
[[File:Step 7 - Create Invoice.png|none|thumb|500x500px]]


4. '''Billing Options'''


8. Enter the '''transfer date''', '''trust balance''', '''transfer amount''', and view the balance after transfer. Optionally, add a document for authorization.
* '''Quote:''' If the invoice is based on a quote, select it to pre-fill items. If not, build the invoice directly.
[[File:Step 8 - Create Invoice.png|none|thumb|500x500px]]'''How to Create an Invoice'''
* '''Rate Scale:''' Choose the rate scale to apply, reflecting the rates as of the current date or a specified date.
# '''Open the App and Navigate to Billing:'''
* '''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.
#* Open the app and go to the ''''Billing'''<nowiki/>' section. Click the arrow and select "'''Create Invoice'''".
* '''GST:''' Decide whether to charge GST (sales tax). If not applicable, set the amounts to 0.
# '''Enter Invoice Dates:'''
#* '''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.
# '''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.
# '''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.
# '''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.
# '''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.
# '''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.
# '''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.
# '''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.
# '''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.


[[File:Step 4 - Create an Invoice.png|none|thumb|500x500px]]
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.
[[File:Step 5 - Create an Invoice.png|none|thumb|500x500px|[[File:Step 5.1 - Create an Invoice.png|none|thumb|500x500px]]]]
6. '''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.
[[File:Step 6 - Create an Invoice.png|none|thumb|500x500px]]
7. '''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.
[[File:Step 7 - Create an Invoice.png|none|thumb|500x500px]]
8. '''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.
[[File:Step 8 - Create an Invoice.png|none|thumb|500x500px]]
9. '''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.
[[File:Step 9 - Create an Invoice.png|none|thumb|500x500px]]
'''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.
[[File:Step 10 - Create an Invoice.png|none|thumb|500x500px]]
[[Category:How-To]]
[[Category:How-To]]

Revision as of 10:27, 2 August 2024

1.Open the App and Navigate to Billing:

  • Open the app and go to the 'Billing' section. Click the arrow and select "Create Invoice".
    Step 2 - Create Invoice.png


2. Enter Invoice Dates:

  • 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


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.
Step 3 - Create an Invoice.png


4. 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


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.
Step 5.1 - Create an Invoice.png


6. 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


7. 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


8. 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


9. 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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