Invoicing- Action Drop Down Options

Firm360 offers a variety of powerful invoice actions to help you manage, review, and send invoices efficiently. Click any of the actions below to learn what each option does and when to use it.

To access this page, select the Invoicing tab from the black navigation ribbon. 

(Note: you must have the Billing role enabled to view this page.)

 

View Details

Edit Details 

View Time Entries

View Breakdown

View Audit Trail

Record Payment

Process Payment- Only visible if connected to Stripe Integration

Download- will allow you to download the invoice in a PDF format.

Print 

Send Invoice- email invoice to billing recipients

Cancel Invoice

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