How-To:Invoice

1. Getting Started

• Select the Home tab on the ribbon and, under Billings, click Create Invoice
  

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.

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.

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.

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.

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.

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.

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.