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Key Resources: Bills

Videos: 

  • Video: How to Generate a Bill (see here)
  • Video: How to Edit a Draft Bill (see here)
  • Video: How to Approve Bills (see here)
  • Video: How to Send Bills (see here)
  • Video: How to Record a Payment (see here)
  • Video: How to Delete or Void a Bill (see here)
  • Video: Contingency Fee Billing Workflow (see here)
  • Video: Flat Fee Billing Workflow (see here)

Frequently Asked Questions:

  • How Do I Generate a Bill? (see here)
  • How Do I Create a Quick Bill? (see here)
  • How Do I Aggregate Line Items on an Invoice? (see here)
  • How Do I Generate a Statements of Account? (see here

Related Key Resources:

  • Key Resources: Bill Themes (see here)
  • Key Resources: Statements of Account (see here)
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