How-To:Invoice

From ContactsLaw Documentation
Revision as of 10:27, 2 August 2024 by Katrina Hechanova (talk | contribs) (revised and added new screenshots)

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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