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Billing and Invoicing

Firm Settings

Firm Settings

  • Customise invoice templates
  • Smart Invoicing with triConvey
  • Disable the Pay button and Payment QR code for a matter's invoices
  • Set up the eInvoice Portal
See 11 more
Invoicing

Invoicing

  • Create an invoice
  • Create a fixed fee invoice
  • Create invoices in bulk
  • Add a surcharge to an invoice
See 17 more
Payments

Payments

  • Apply a credit card payment to an invoice
  • Amend a Part Paid Tax Invoice
  • Configure clearance days for pending payments
  • Create and apply a credit note
See 14 more
Billing Reports

Billing Reports

  • Billed Fees & Disbursements Report
  • Income Allocation Report
  • Invoice History Report
  • Matter Cost Estimates Report
See 10 more
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