Entering a New Invoice
From the Accounting and Finance Module, select the New Invoice button under the Invoicing heading or from the Invoice Register, the New Invoice button are at the top of the screen, under the menu bar.
Step 1: Search a matter to invoice for. The Primary Client will fill from the matter chosen. You can also search by a Fee Earner, Status, or Record Type.
Status: If you wish to show Draft or Unbilled Status transactions. Note: Draft Disbursements will not appear to be billed even if the Draft status is selected. Disbursements must be confirmed before they are able to be billed.
Record Type: This allows you to search between the registers for different transactions e.g. Time, Fixed Fees, Disbursements etc
You can also select 'all' if you want to search for everything.
Step 2: Select which records to bill.
Step 3: (optional) Add records to an existing invoice or, if it is a new invoice, leave this blank
Step 4: Create the invoice by selecting one of the options at the bottom of the page depending on whether you have more Invoicing to do.
Once an invoice is created, it will appear in the Invoice Register for further action.
Selecting the Invoice number will take you into the invoice where you have options to approve, confirm and delete the invoice.
Approve Invoice
This indicates that the invoice is ready to be sent to a client. All the entries must be checked for grammatical and spelling errors before this point.
Confirm Invoice
This indicates that the invoice is ready to be linked to your accounting system and will send the invoice to it. The invoice should be client ready at the point of confirmation.
Delete Invoice
This will completely delete the invoice but it will give you the option to leave the records for a replacement invoice.