By Erin and 1 other2 authors13 articles
Create, adjust and approve invoices
Keep your General Ledger in sync
Setup Branding and Firm Details
Setting up Single and Combined Tax Rates
Export your WIP Report
Recording manual payments
Get a breakdown of what's still outstanding using the Receivables Summary
Viewing the Billing Dashboard
Review your financial activity with Payments and Payout reports
Preparing and Sending an Invoice
Create a Billing Run
View and Export your Realization Report
Use Recurring Billing