The Quick Invoice button allows you to quickly generate an invoice (not based on a previous set of billings) and apply payments and it will generate a PDF upon save.
Quick Invoice Button Navigation Options
Navigate to the Invoices tab and select the Quick Invoice button -OR-
Navigate to a matter, hover over the Invoices related list link at the top of the page, and click on the Quick Invoice button.
Create a Quick Invoice
Account - Choose an Account
Matter - Choose a Matter
Invoice date - Choose an Invoice Date
Terms: NET - Set repayment terms
- None (if a repayment term is not applicable and need to be paid upon receipt)
- 30 (Days to repay)
- 60 (Days to repay)
- 90 (Days to repay)
Email To Client On Save - check if want to send client email - upon saving the Quick Invoice
Auto Add Payment On Save - check if want to add payment - upon saving the Quick Invoice
Use Trust/Retainer For Payment - check if want to add payment from a Fund Account - upon saving the Quick Invoice
Invoice Notes - optional Notes/Comments section
Description: Create line items as needed.
- Click to add additional lines.
- Click to remove a line.