Invoices & Billing

Generate invoices in seconds. Send them to your clients and get notified when they view them.

Ori T avatar David S avatar PracticePanther Help Center avatar +4
51 articles in this collection
Written by Ori T, David S, PracticePanther Help Center and 4 others
Basic Questions

Creating a statement

How to create an account statement for your contacts.
Adam Sibori avatar
Written by Adam Sibori
Updated over a week ago

Best practice for deleting invoices

Best practices for deleting invoices completely.
Benjamin Garcia avatar
Written by Benjamin Garcia
Updated over a week ago

Saving invoices as PDF

Save your invoice as a PDF file so that it can be printed or sent via email to your clients.
PracticePanther Help Center avatar
Written by PracticePanther Help Center
Updated yesterday

Adding line items on an invoice

Need to add a detail within an invoice after its creation? You definitely can with our line items!
PracticePanther Help Center avatar
Written by PracticePanther Help Center
Updated yesterday

Generating a Pre-bill

Generate prebills by saving invoices.
David S avatar
Written by David S
Updated over a week ago

Creating a new item

Creating a new item for flat fees and time entries.
PracticePanther Help Center avatar
Written by PracticePanther Help Center
Updated over a week ago

Invoice for a specific date range

How to charge your clients for time entries and expenses with specific date ranges.
Adam Sibori avatar
Written by Adam Sibori
Updated yesterday

How do I create an Invoice for only time entries or expenses?

Generate an invoice showing only your time entries or expenses.
Brian Gomez avatar
Written by Brian Gomez
Updated over a week ago

Editing time entries and expenses on an invoice

Retroactively update time entry, flat fee & expense records.
David avatar
Written by David
Updated over a week ago

Sorting invoices

How to sort your invoices to better categorize them
PracticePanther Help Center avatar
Written by PracticePanther Help Center
Updated over a week ago

Exporting reports with specific columns.

How to export only the contact's name and specific information when running a report.
Adam Sibori avatar
Written by Adam Sibori
Updated yesterday
Invoice Customization

Customizing invoices with CSS

Hide text or change the font size or style of your bills!
David avatar
Written by David
Updated over a week ago

Invoice CSS

What does the default code in the CSS invoice editor do.
David avatar
Written by David
Updated over a week ago

Changing font size on invoices

Changing the font size on your invoices to better present them.
David S avatar
Written by David S
Updated over a week ago

Adjusting logo size for invoices

Making your logo smaller or bigger on your bills.
David S avatar
Written by David S
Updated over a week ago

Hiding company name on invoices

Use custom CSS code to hide the company name for your firm on your invoices.
David S avatar
Written by David S
Updated yesterday

Customizing my firm's information and fields on my invoices

How to change the company information that shows up on invoices.
Adam Sibori avatar
Written by Adam Sibori
Updated over a week ago

Removing firm's name from your invoice

Want to remove your firm's name from an invoice? Now you can with CSS!
PracticePanther Help Center avatar
Written by PracticePanther Help Center
Updated over a week ago

Adjusting "bill to" section of an invoice

Changing who your invoices are addressed to.
David avatar
Written by David
Updated over a week ago

Applying custom fields on invoices.

Using the custom fields on invoices in the notes and or terms and conditions to show important information.
David avatar
Written by David
Updated over a week ago

Showing the retainer balance and ledger on an invoice.

Showing the retainer balance and ledger on an invoice for clients to view.
Ori T avatar
Written by Ori T
Updated over a week ago

Setting invoices to start from a different number

Changing your invoices to start from a different number.
PracticePanther Help Center avatar
Written by PracticePanther Help Center
Updated yesterday

Showing unapplied operating credit on an invoice

Showing the client's unapplied credit on their invoice.
David avatar
Written by David
Updated over a week ago

Removing headers and footers when printing an invoice as PDF

Clean up your invoice headers and footers when printing invoices.
David S avatar
Written by David S
Updated over a week ago

Adding ABN Number to Invoices

Adding your ABN number to an invoice for clients to see.
PracticePanther Help Center avatar
Written by PracticePanther Help Center
Updated over a week ago