Invoicing
Bulk Pay with Trust
Last Updated: December 24, 2024This feature allows you to pay off selected invoices simultaneously using funds from your trustaccounts. Steps to Use Bulk Pay with Trust: Bulk Payment Screen: Benefits of Bulk Pay with Trust: Important Note:
Create Invoice PDF
Last Updated: December 24, 2024This screen gives the user the ability to review the Invoice PDF and also gives the ability toenter the email address as well as modify the email content.This screen is divided into three parts
Creating a new Invoice from the Billing Tab
Last Updated: December 24, 2024Navigate to the Revenue Management App
Difference between Voiding an Invoice and Writeoffs
Last Updated: December 24, 2024Voiding an Invoice Writing Off an Invoice
Print Invoice PDF
Last Updated: December 24, 2024Clicking this button generates the PDF of the Invoice to give the user the ability to print. Thistemplate also can be set up in the company settings.
Void
Last Updated: December 24, 2024Details of the Voiding Process: Benefits of Voids and Billing Adjustments: Void Button Void and Redo:This option allows you to void the original invoice and create a new one simultaneously. Important Note:
Invoicing List View Buttons
Last Updated: December 24, 2024hese buttons offer a powerful way to manage a large number of invoices simultaneously,saving you time and effort. Benefits of List View Buttons:
Print Billing Batch
Last Updated: December 24, 2024This powerful tool allows you to: Steps to Use Print Billing Batch: Print Billing Batch Screen: Benefits of Print Billing Batch: Important Notes:
Invoice Discount
Last Updated: December 24, 2024Our system offers the flexibility to apply discounts at two levels: Discount Function: Discount Options:Top Section: Bill Information Bottom Section: Billing Lines Key Points:
Send Billing
Last Updated: December 24, 2024This feature allows you to send the selected invoices simultaneously to the client via email Steps to Use Send Billing: Send Billing Screen: Comma Separation: Separate multiple email addresses using commas (,) for group emailing. Benefits of Bulk Emailing: Important Note: Next Steps: Once you’ve reviewed the selected billings and entered any missing email addresses,...
Write off
Last Updated: December 24, 2024The write-off function allows you to acknowledge an invoice as uncollectable and record the lossaccordingly. Key Points: Important Note:
Duplicate (Copy with Lines)
Last Updated: December 24, 2024This feature allows you to generate a replica of a previous invoice as a new draft.Using the Duplicate Function: New Invoice Details: Benefits of Duplicating Invoices: Additional Notes:● The duplicated invoice remains in draft status until you finalize and send it to the customer.
Pay with Trust
Last Updated: December 24, 2024This button allows you to conveniently pay the invoice directly from your retainer or trust account. Choose Your Trust Account: A window will appear displaying all banks where you hold trust balances. Select the bank you want to use for this payment. Payment Allocation:You have the flexibility to allocate the trust funds in two ways:...
