1. Open the billing module. You will notice that there are two tallies, un-billed and invoiced in the upper right hand corner. You will also notice that Matters with un-billed events appear in the list on the left.
2. Select a Matter on the left to see details on the right.
3. Select one or more Matters from the list on the left and click Invoice Selected Matters.
To view invoices or apply adjustments, payments etc. to a open invoice click the invoiced tally in the upper right hand corner.
You will notice two list on the left with a list in the middle. The list in the upper left hand corner are Matters with open invoices. Select one. When you do, invoices for the selected Matter will appear in the list just below. When you select a Invoice from this list the center area will fill with details about that invoice. At this point you can make any adjustments you want to a Invoice.
Please note, payments applied to an invoice DO NOT appear on the invoice they are applied to (Invoices must reflect what the client has in hand). They appear on the following invoice as Payments applied $Value Thank You.
Houdini ESQ
Comments