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 ...
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 ...
Including Matter Time in a Bill
When you need to create a bill for a matter, you can easily include all billable time records to a bill within the matter Financial > Time tab. Your total time values will show at the top. Time can be logged on Documents, Matter notes, Emails, Tasks, ...