Financial
Editing Bills
Once you have created a bill, you can edit it at any time before it is issued to change bill name, and the hourly rate and VAT for items. 1. Click Files in the left pane. 2. Select the file you want to edit the bill for. 3. Under the Financial tab, ...
Unissuing Bills
If you need to unissue a bill in order to make changes, you can do this by going to the File -> Financial -> Bills If you have a Quill, Quickbooks, or Xero accounting software integration turned on, you will not be able to unissue bills. 1. Select ...
Issuing Bills
You can issue a bill directly from a file, or using the Bills page in Thread. Issuing bills from a File: 1. Click Files in the left pane. 2. Search for the file you want to issue a bill for and click the file name. 3. Under the Financial tab, click ...
Issuing Fixed Fee Bills
If you have selected your file to have a fixed fee in the Summary page, you can issue a bill without adding file activities. You must have linked a primary client to the file. 1. Click Files in the left pane. 2. Select the file you want to create a ...
Quick Bill
With Thread, you can issue a quick bill with a set value without including any activities in a bill. 1. Click on quick create button, and select Quick Bill. 2. A pop-up window will appear for you to fill in your bill information. Mandatory fields are ...
Including File Activities in a Bill
If you want to bill for activities that you have carried out on a file, you can do so easily in the File Activities tab. You can add the activities to an existing bill on Thread or you can create a new one. 1. Click on Files in the left pane of ...
File Financial Page
The Financials tab on Thread is divided into four sections, Bills, Payments, Requisitions, and Client Account. On the File Summary page, the Financial Details section gives an overview of all financial activities related to the file and is divided ...
Requisitions
The Requisitions tab is for cheque requisitions made on behalf of the client to a third party (i.e. a conveyancer). Solicitors and accountants can make requisitions directly through a file on Thread for a client, provided that the contact is linked ...
Expenses
The expenses feature on Thread allows you to link an expense to a contact and a file, keeping track of payments you and your clients have made. Once an expense is created, you can copy it to another file, modify it, and include it in a bill. Expenses ...
Billing - Overview
With Thread, you can easily generate bills / invoices to clients for the time you have logged on file activities, or using a fixed fee for a file (see issuing fixed fee bills). Use customised bill templates or sample templates provided by Thread to ...