Invoices & Billing | PracticePanther Help Center

Getting Started

Invoicing tutorial

Tutorial teaching you about how to create an invoice.

Written by PracticePanther Help Center
Updated over a week ago

Write-Off Tutorial

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

Written by David S
Updated over a week ago

Best practices of approving pre-bills in PracticePanther?

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

Written by David
Updated over a week ago

Paying an invoice

Applying a payment to an invoice to clear its balance.

Written by David S
Updated over a week ago

Tracking your Accounts Receivable Over Time

A/R Aging Reports in PracticePanther

Written by David
Updated over a week ago

Customizing invoices using invoice templates

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

Written by David S
Updated over a week ago

Basic Questions

Creating a statement

How to create an account statement for your contacts.

Written by Adam Sibori
Updated over a week ago

Best practice for deleting invoices

Best practices for deleting invoices completely.

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.

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!

Written by PracticePanther Help Center
Updated yesterday

Generating a Pre-bill

Generate prebills by saving invoices.

Written by David S
Updated over a week ago

Creating a new item

Creating a new item for flat fees and time entries.

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.

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.

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.

Written by David
Updated over a week ago

Sorting invoices

How to sort your invoices to better categorize them

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.

Written by Adam Sibori
Updated yesterday

Sales Tax

Adding sales tax

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

Written by PracticePanther Help Center
Updated over a week ago

Adding two different taxes to an invoice

Adding two different taxes to your invoice.

Written by PracticePanther Help Center
Updated over a week ago

Invoice Customization

Customizing invoices with CSS

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

Written by David
Updated over a week ago

Invoice CSS

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

Written by David
Updated over a week ago

Changing font size on invoices

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

Written by David S
Updated over a week ago

Adjusting logo size for invoices

Making your logo smaller or bigger on your bills.

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.

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.

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!

Written by PracticePanther Help Center
Updated over a week ago

Adjusting "bill to" section of an invoice

Changing who your invoices are addressed to.

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.

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.

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.

Written by PracticePanther Help Center
Updated yesterday

Showing unapplied operating credit on an invoice

Showing the client's unapplied credit on their invoice.

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.

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.

Written by PracticePanther Help Center
Updated over a week ago

Batch Operations

Downloading multiple invoices at the same time

Download multiple invoices at the same time

Written by Ori T
Updated over a week ago

Creating multiple invoices at the same time (batch billing)

Create multiple invoices at the same time using batch billing.

Written by PracticePanther Help Center
Updated over a week ago

Generating an invoice for a client with multiple matters

Generating one invoice for your client with multiple matters.

Written by Benjamin Garcia
Updated over a week ago

Automatically add interest for late payments to an invoice

Automatically adding interest for late payments on a invoice.

Written by David S
Updated over a week ago

Batch invoicing your overdue clients

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

Written by David S
Updated over a week ago

Automatically request additional retainer on an invoice

Request a retainer on the invoice.

Written by David
Updated over a week ago

How to send an invoice to multiple contacts

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

Written by David
Updated over a week ago

Printing multiple invoices

Print multiple invoices for your clients to view.

Written by Ori T
Updated over a week ago

Applying discounts/refunds

How do I write off an outstanding invoice?

Write off an invoice by applying a credit note.

Written by David S
Updated over a week ago

Creating a stand-alone credit note

Creating a credit note.

Written by David
Updated over a week ago

Applying a dollar discount on an invoice

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

Written by Ori T
Updated over a week ago

Refunding payment made on an invoice

Refund a payment made on an invoice.

Written by Ori T
Updated over a week ago

Frequently Asked Questions

Generating a report with billed and billable time entries.

Build a report on your billed and billable time entries.

Written by David
Updated over a week ago

Carrying forward outstanding balances to a new invoice

Carry an outstanding balance over to a new invoice

Written by David
Updated over a week ago

Splitting a bill

Split a bill between two parties.

Written by David
Updated over a week ago

How can I know when my client viewed my invoice?

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

Written by PracticePanther Help Center
Updated over a week ago

Finding matters with billable amounts to invoice

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

Written by David
Updated over a week ago

Using LEDES billing

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

Written by David S
Updated yesterday