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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
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Invoicing
Create an invoice
Create a fixed fee invoice
Create invoices in bulk
Add a surcharge to an invoice
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Payments
Record a payment to an invoice
Pay an Invoice from Trust Funds
Create a trust to office transfer
Reverse an Invoice Payment
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Billing Reports
Billed Fees & Disbursements Report
Income Allocation Report
Matter Cost Estimates Report
Time and Disbursement Entries Report
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