PracticePanther

Adam Sibori

Ori T

PracticePanther Help Center

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

Invoices & Billing

Tutorial teaching you about how to create an invoice.

Invoicing tutorial

Learn the different methods you can use to write off the balances on your invoices.

Write-Off Tutorial

Enhance your billing by utilizing our Invoice Approval process!

Invoice Approval

Create pre-bills that both attorneys and billing personnel and review in making sure everything is correct.

Best practices of approving pre-bills in PracticePanther?

Applying a payment to an invoice to clear its balance.

Paying an invoice

Tracking your Accounts Receivable Over Time

Create any number of invoice templates to handle any case type or situation you run into.

Customizing invoices using invoice templates

David S

David

Getting Started

Notifications and filters to find all invoices seen by clients.

How can I tell if my client has viewed an invoice?

How to create an account statement for your contacts.

Creating a statement

Best practices for deleting invoices completely.

Best practice for deleting invoices

Save your invoice as a PDF file so that it can be printed or sent via email to your clients.

Saving invoices as PDF

Need to add a detail within an invoice after its creation? You definitely can with our line items!

Adding line items on an invoice

Generating a Pre-bill

Creating a new item for flat fees and time entries.

Creating a new item

How to charge your clients for time entries and expenses with specific date ranges.

Invoice for a specific date range

Generate an invoice showing only your time entries or expenses.

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

Retroactively update time entry, flat fee & expense records.

Editing time entries and expenses on an invoice

How to sort your invoices to better categorize them

Sorting invoices

How to export only the contact's name and specific information when running a report.

Exporting reports with specific columns.

How do I add flat fees to an invoice?

Basic Questions

Adding sales tax within your PracticePanther to be used within invoices.

Adding sales tax

Adding two different taxes to your invoice.

Adding two different taxes to an invoice

Sales Tax

Hide text or change the font size or style of your bills!

Customizing invoices with CSS

Export Custom Fields into LEDES Invoices

What does the default code in the CSS invoice editor do.

Invoice CSS

Changing the font size on your invoices to better present them.

Changing font size on invoices

Making your logo smaller or bigger on your bills.

Adjusting logo size for invoices

Use custom CSS code to hide the company name for your firm on your invoices.

Hiding company name on invoices

How to change the company information that shows up on invoices.

Customizing my firm's information 
and fields on my invoices

Want to remove your firm's name from an invoice? Now you can with CSS!

Removing firm's name from your invoice

Changing who your invoices are addressed to.

Adjusting "bill to" section of an invoice

Using the custom fields on invoices in the notes and or terms and conditions to show important information.

Applying custom fields on invoices.

Showing the retainer balance and ledger on an invoice for clients to view.

Showing the retainer balance and ledger on an invoice.

Changing your invoices to start from a different number.

Setting invoices to start from a different number

Showing the client's unapplied credit on their invoice.

Showing unapplied operating credit on an invoice

Clean up your invoice headers and footers when printing invoices.

Removing headers and footers when printing an invoice as PDF

Adding your ABN number to an invoice for clients to see.

Adding ABN Number to Invoices

Invoice Customization

Sending multiple invoice emails to different clients at once.

How do I send invoices in batch?

Download multiple invoices at the same time

Downloading multiple invoices at the same time

Create multiple invoices at the same time using batch billing.

Creating multiple invoices at the same time (batch billing)

Generating one invoice for your client with multiple matters.

Generating an invoice for a client with multiple matters

Automatically adding interest for late payments on a invoice.

Automatically add interest for late payments to an invoice

Batch generate account statements to show clients what they still owe you in the new month.

Batch invoicing your overdue clients

Automatically request additional retainer on an invoice

Send your invoice to multiple contacts that need to be billed.

How to send an invoice to multiple contacts

Print multiple invoices for your clients to view.

Printing multiple invoices

Batch Operations

Write off an invoice by applying a credit note.

How do I write off an outstanding invoice?

How to give a credit. Credit note. Credit account.

Credit note

Write off an invoice by adding a write off item on the invoice.

Applying a dollar discount on an invoice

Refunding payment made on an invoice

Applying discounts/refunds

Build a report on your billed and billable time entries.

Generating a report with billed and billable time entries.

Carry an outstanding balance over to a new invoice

Carrying forward outstanding balances to a new invoice

Downloading multiple LEDES Invoices from PracticePanther

How to Batch Download LEDES Invoices

Splitting a bill

Be notified instantly as soon as your client views their invoice, every time!

How can I know when my client viewed my invoice?

Checking the matters with billable amounts in order to invoice them accordingly.

Finding matters with billable amounts to invoice

A tutorial on learning how to use our LEDES billing feature for your invoicing needs.