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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. ...
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 ...
Expenses
The expenses feature on Thread allows you to link an expense to a contact and a matter, keeping track of payments, you and your clients have made. Once an expense is created, you can copy it to another matter, modify it, and include it in a bill. ...
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 ...