Send Invoice via Email To send the invoice via email: Click Send via Email button in Invoice Console. Enter recipient's email(s) and select Save and Back. Note: You need to have SMTPServer, SMTPPort and AuthenticationEmailFrom Instance settings properly set to send reports and invoices via
Send Invoice with Report via Email To send the invoice via email with report: Select Send via Email (with Report). Enter the recipient's email(s) and select Save and Back. Note: You need to have SMTPServer, SMTPPort and AuthenticationEmailFrom Instance settings properly set to send reports and invoices via
Invoice Report To download Invoice Report Excel file, open a Report and click Download Invoice Report button in the Report console.Note: Download Invoice Report button is active for reports with Workspace, Matter and Client breakdown, if there were some generated Invoices out of them.A zip file with the Invoice report excel file is downloaded.The Invoice
Generate Reports from Profile The billing reports can be generated either manually, or automatically - by setting schedules. (see Scheduler section) Once you generate a report, using the options in the Report Console, you can download the report as a zip file, containing Excel and PDF files, send this zip file via email or generate invoices based on the
Generate Reports from Reports Tab To generate a Report Reports tab, navigate to MaxBilling Reports tab and click New MXB Report button.Select Profile and follow the steps described in Generate reports from a profile
Generate Reports from Another Report To create a new report from another report, open a completed Report and click New Report for Same Profile button in the report console.Follow the steps described in Generate reports from a profile
Report General Information The following information is provided for each report: Name – the name of the report consists of the corresponding Profile name and the reported period. Billing Profile – the profile that was used upon the Report generation Period Start Date – the beginning of the reported period Period End Date – the end of the reported
Download Report Files To download the report files, open a Report and click Download Report Files button in the report console.A zip file containing Excel and PDF files containing the corresponding billing information is downloaded.Note: PDF report file is available for Single Client and Instance type of reports only. Report Summary (Client Breakdown).pdf
Send Report Files To send the report via email: Click Send via Email in the report console. 2. Enter the recipient's email(s). 3. Select Save and Back. Note: You need to have SMTPServer, SMTPPort and AuthenticationEmailFrom Instance settings properly set to send reports via
Add Statistics for Custom Tasks To add some statistics about your custom tasks, navigate to Work tab and click New button. Fill in the fields in MXB Work Statistics Layout: Work Type – select the custom task which you want to add statistics for (required) Unit – select the unit which is to be considered for report calculation (required) Usage or Count
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