Review and finalize invoices
Video: Review and finalize invoices
Here are some of the scenarios to consider when finalizing invoices:
- If your team is creating draft invoices, the partner or manager can review and finalize draft invoices in bulk.
- If you have created draft invoices in bulk, you can proceed to review and finalize them in bulk.
- If you mostly use agreed fees, you may choose to skip the review process and go straight to finalizing.
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Invoicing - View, Add and Edit Invoices
- Click Time and Billing > Invoices.
- Click the Draft Invoices tab.
- Use the filtering options, if required, to view only relevant draft invoices.
- Review the invoices on paper or online:
- On paper:
- Select the required invoices and click Print.
- The selected invoices are downloaded into a single PDF file that you can view online or send to a printer.
- Online:
- Select the first invoice on the list to review the data online.
- Edit the data (description, amount, layout) as required.
- Click Save.
- Click Next on the navigation line (top right hand corner), and repeat the reviewing process until all invoices on the list have been reviewed.
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If you have multiple offices that require separate invoicing, use the steps below to change the billing entity on your invoices.
- Click Time and Billing > Invoices.
- Click the Draft Invoices tab.
- Click on a row to open the invoice.
- Select the Billing Entity from the list.
- Click Yes on the notification indicating that the invoicing number will be updated. The invoice number is updated to the next sequential invoice number for that billing entity.
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Invoicing - Finalize Invoices
- Click Practice Management > Invoices.
- Click the Draft Invoices tab.
- Select the required invoices using their check boxes.
- Click Finalize Invoice.
- Click Yes.
The invoice is now finalized, and can be located under the Finalized Invoices tab.