Related Articles
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 - 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 ...
Editing Bills
Once you have created a bill, you can edit it at any time before it is issued to change bill name, or the hourly rate and Tax for items. 1. Click Matters in the left pane. 2. Select the matter you want to edit the bill for. 3. Under the Financial ...
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 ...