Invoices

57 views 25 November 2020 0
Invoice Generation To generate an invoice for a report manually: Navigate to the report you want to generate an invoice for. Click Generate Invoice button in the Report console. 3. Complete the following fields: Invoice Type: defines what invoices will be created. For the Whole Report – one invoice will be generated for the whole report. This option is active for all reports. For Clients – a separate invoice will be generated for each of the clients included in
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Invoice Download – Single Invoice PDF You can download the invoice in PDF file using the Download PDF button in the Invoice Console. To download the invoice: Click Download PDF button in Invoice console. PDF
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Invoice Download – Multiple Invoice PDFs An option to download multiple invoices to a ZIP file is available as a mass operation in Invoices tab. To download multiple invoices via mass operation: Navigate to Invoices tab Select the invoices you would like to download Select Download PDFs mass operation 4. A zip folder 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
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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
49 views 25 November 2020 0
Invoice Report To download Invoice Report excel file: 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 are some generated invoices based on this report.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