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 ...
Billing Approval
Billing Approval can be set up by your firm’s administrators so that all users must obtain billing approval from the relevant department before they can issue a bill. Setting Up Billing Approval 1. Select the settings tab on the bottom left of your ...
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 ...
Time & Billing Settings – Admin
Our Admin Centre is accessed by clicking the settings icon on the bottom left of your menu and contains all your firm settings and configurations relating to Thread, including general settings, matter settings, system configurations, team management, ...