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

Invoice Approval

Enhance your billing by utilizing our Invoice Approval process!

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

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

Notifications and filters to find all invoices seen by clients.

Written by Adam Sibori
Updated over a week ago

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 over a week ago

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 over a week ago

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 over a week ago

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 over a week ago

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 over a week ago

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 over a week ago

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

How do I send invoices in batch?

Sending multiple invoice emails to different clients at once.

Written by Adam Sibori
Updated over a week ago

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

Credit note.

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

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

Can I customize my email templates?

Editing the default invoice and payment request email templates.

Written by Adam Sibori
Updated over a week ago

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

How to Batch Download LEDES Invoices

Downloading multiple LEDES Invoices from PracticePanther

Written by AJ Sacher
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 over a week ago