Related Articles
Quick Create Button
With the quick create button, users can perform many functions instantly from any page on Thread. This means that you never have to leave the page you are on to create a quick task, add a call log or a quick bill, allowing you to save time on Thread. ...
Creating Bill Template(s)
1. On the home page, in the bottom left-hand panel select the settings option then under Template Desk, click Create & Edit. 2. From the top pane drop-down menu, select Bill 3. Click Add to create a new Bill Template or Drag and drop documents to ...
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 ...
Setting up Bill ID – Admin
Automatic billing ID requires a set up in your firm settings to be able to create and issue bills in Thread. Your firm must enable and choose Billing ID settings in admin settings. Users will not be able to create or issue bills until this is set and ...
Issuing Bills
You can issue a bill directly from a matter or from the Quick Create Button on Thread. You must have a bill ID enabled and set up for your firm to create and issue bills. See Setting up a Bill ID for more details. Issuing bills from a Matter: 1. ...