The invoice creation screen has been updated. Invoicing now opens in a two-pane workspace from the Billing Dashboard, with your unbilled work on the left and the invoice on the right. The legacy invoice screen remains available on the Billing Dashboard during rollout, so your firm can switch over at its own pace.
Opening the new invoice workspace
- Go to the Billing tab on the ribbon on the left.
- Choose the desired Period Ending date.
- Search for and select the client you want to bill.
- The new invoice workspace opens with unbilled entries listed on the left (Selected Items) and the invoice details on the right (New Invoice).
Selected Items (left) and Invoice (right) panes.
Filtering and sorting the work list
On the left pane:
- Select Filters to filter entries by staff, project, category, type, or date range.
- Select Columns to choose which columns are shown. Your column selection is saved for next time.
- Select any column header to sort by that column.
Select Summarize by to group entries.
Expand the Line items after adding Summary Options
Combining, splitting, or moving a line item
By default, line items on the invoice are rolled up By category. To edit an individual line:
- On the right pane, locate the line item under Line Items.
- Select the icon next to the line item to open its options.
- Choose Combine with another line item to merge it into another line, or use the drag handle to reorder it.
- To combine all line items into a single line instead, change the Rollup dropdown to Combine all.
Combine with another line item options.
Writing off an item without deleting it
To write off a time entry so it does not appear on the invoice, but keep the entry itself available for future use:
- Locate the entry in the left pane.
- Toggle Billable to off (grey) for that entry.
- The entry moves to the Non-billable card on the right pane and is removed from the invoice total. The time entry is not deleted and will still appear on realization reports.
- To reverse this, toggle Billable back on (blue) for the entry.
Non-billable card after toggling Billable off for an entry.
Adjusting an amount
To change the billed amount for an entry, select the pencil/edit icon next to the amount in either pane and enter the new amount. A confirmation will display before the change is applied.
Adding a personalized message
Enter a message in the Personalized Message field on the right pane. This field is visible on the invoice form by default and does not require an extra step to add.
Previewing the invoice before submitting
- Select Preview at the bottom of the right pane.
- Review the exact PDF the client will receive, including the final totals.
- Select Edit to return to the invoice and make changes, or Submit to finalize.
Note: An invoice number is not assigned until the invoice is submitted. Using Preview will not use up an invoice number.
Invoice preview PDF.
Checking that the invoice email was sent
After selecting Submit and Email, the invoice will remain open until the email has been sent. If the email fails to send, a Retry option will be shown.
Important Note: If invoices send with no issue you may not even see this on your screen.
What has not changed
- The invoice PDF the client receives
- Invoice email templates
- Invoice numbering and statuses
- The Submit, Download, and Email options
- The Client Portal payment experience
- Payments, statements, and reports