If you have selected your file to have a fixed fee in the Summary page, you can issue a bill without adding file activities. You must have linked a primary client to the file. 1. Click Files in the left pane. 2. Select the file you want to create a ...
Thread Legal Cheat Sheet Admin Configuration Add Employees to Thread Ensure to add all firm members using Thread to the application. Click User Management and click Add. Enter the new user’s details for Thread. Ensure Consistent Billing Set up a ...
Thread can automatically apply VAT to bills generated on the application. Ensure that VAT is at the correct value and added to each bill by configuring it in admin settings. Adding a VAT Rate Easily add a VAT rate for your firm and set it as the ...
Set up default templates on Thread that automatically generate when you create a new file. Assign templates to different file categories such as Criminal Law or Property Law. When you create a new file in these categories, the templates, such as a ...
If VAT is not being applied to invoices and bills generated through Thread, ensure that you have a default VAT rate configured in Admin Settings. 1. Click Admin Settings. 2. Click the General tab. 3. Select VAT Rate from the left side menu. 4. i. To ...