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For a QuickVid on this topic, please click here.

 


  1. To add more records, go into the Invoice Register and choose New Invoice.



  2. Search for your matter as per a normal invoice.



  3. Tick the records that you want to add to your bill



  4. Scroll down to Step 3 on the New Invoice page and type in your matter number, the invoice or any details of the matter name or primary client to search for the invoice you want to add to.
    Select the invoice from the drop down menu



  5. Select the Invoice that you want to add the entries to and then select Bill Records and Show Invoice.

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From here, you can continue to create your invoice as normal.

 


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QuickVidmorerecords
QuickVidmorerecords
QuickVid Adding further Records to Invoice

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