By Erin1 author26 articles
Keep your General Ledger in sync
Setup Branding and Firm Details
Setting up Single and Combined Tax Rates
Recording manual payments
Get a breakdown of what's still outstanding using the Receivables Summary
Export your WIP Report
Create, adjust and approve invoices
Invoice Client Groups
Preparing and Sending an Invoice
Create a Billing Run
Why can't I send an invoice?
Can I send an invoice on behalf of someone else?
How do I know what invoice data I have and have not imported?
Can anyone send and export invoices?
Why can't I see the billing details section on my work item?
How do I select more than one tax rate on an Invoice?
When I view Billing I am asked to enter a start date. What does this mean?
Why can't I choose the client group to be the 'Bill To'?
Why isn't work showing up under my unbilled section?
Can sent invoices be added to a timeline?
Why do I have an orange exclamation mark next to my time entry in a draft invoice?
How can I get access to Billing?
How do I change who gets billed for the work?
What are final and progress invoice types?