Invoices

109 views 25 November 2020 0
Invoice Generation To generate Invoice for a report manually, open the report that you want to generate invoices for. Click Generate Invoice button in the Report console.Complete the following fields: Invoice Type: For the Whole Report – one invoice will be generated for the whole report For Clients – a separate invoice will be generated for each of the Clients included in the report. This option is applicable for reports which were generated with Client, Matter and Workspace
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Invoice Download – Single Invoice PDF To download Invoices in PDF files, open an invoice and click Download PDF button in the Invoice
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Invoice Download – Multiple Invoice PDFs To download multiple invoices to a ZIP file, navigate to the Invoices tab, select Invoices and use the Download PDFs mass operation.A .zip file with PDFs for the selected invoices is
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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
77 views 25 November 2020 0
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
95 views 25 November 2020 0
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.Invoice Report file contains invoice information along with the corresponding report information, aggregated according to the breakdown used in the