Related Articles
Unissuing Bills
If you need to unissue a bill, in order to make changes, you can do this by going to the Matter -> Financial -> Bill If you have a Quill, QuickBooks or Xero accounting software integration turned on, you will not be able to unissue bills. 1. Select ...
Issuing Bills
You can issue a bill directly from a matter or from the Quick Create Button on Thread. Issuing bills from a Matter: 1. Click Matters in the left pane of your Thread page. 2. Search for the matter you want to issue a bill for and click the matter ...
Default Billing Method – Admin
Setting up a default billing method allows you to charge a standard rate for all bills issued by your organisation through Thread. You can choose to set up the default billing method as: Rate per category – default rate per category, i.e., €300 for ...
Issuing Fixed Fee Bills
If you have selected your matter to have a fixed fee in the Financial – Settings tab of a matter, you can issue a bill without adding time to a matter. You must add the Description for the fixed fee which will show as the item included on the bill ...
Billing - Overview
With Thread, you can easily generate bills / invoices to clients for the time you have logged on matter documents, emails, calls, etc., or using a fixed fee for a matter (see issuing fixed fee bills). Use customised bill templates or sample templates ...