Quick Bill

With Thread, you can issue a quick bill with a set value without including any activities in a bill.

1. 1. Click on quick create button, and select Quick Bill. 
   

2. 
   

2. 2. A pop-up window will appear for you to fill in your bill information. Mandatory fields are marked with *. 

 

 

3. 3. Click Save. 

You can edit the bill to include other activities, but the total bill amount will remain as you entered when creating the quick bill.

4. Follow the steps here to issue the bill and generate the bill document.

The file must have a primary client linked to it. The bill will automatically be linked to the primary client.

Set value of a quick bill will only apply if a file does not have a fixed fee - if the file is set at a fixed fee, the issued bill value will always show the fixed fee amount.

To find out more about billing with Thread, go to Billing - Overview.

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