Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

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

    image-20250116-060956.png

    image-20250116-061029.png


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

    image-20250116-061256.pngImage Removedimage-20250205-051636.pngImage Added

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

    image-20250116-061335.pngImage Removedimage-20250205-051715.pngImage Added


  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

    Image Removedimage-20250205-063729.pngImage Added

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

...

At this point, your records will be added to the chosen invoice and you will have a green success bar detailing what was adding in added to the invoice.

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

...

Anchor
QuickVidmorerecords
QuickVidmorerecords
QuickVid Adding further Records to Invoice

...