When creating an invoice and choosing the contact and matter, the time entries assigned to that contact or matter will automatically be added and you may choose the time entries to include in the invoice. There are three ways to do this.
Method 1: Select the appropriate contact from 'Contacts' section. Then, select the 'Invoices' tab and click the '+' sign to create a new invoice. Select the matter assigned to the contact from the pulldown menu. All previously created time entries for this matter will appear in the Time Entries section. Click on the green check mark next to a time entry to include it in the invoice.
Method 2: Navigateto the 'Billing' section and select the white '+' button. Fill in the appropriate contact and matter information with the pull down menus. All previously created time entries for this matter will appear in the Time Entries section. Click on the green check mark next to a time entry to include it in the invoice.
Method 3: From the Dashboard, select the '+ New' button and click 'Invoice'. Fill in the appropriate contact and matter information with the pull down menus. All previously created time entries for this matter will appear in the Time Entries section. Click on the green check mark next to a time entry to include it in the invoice.
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