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Invoices & Billing
Invoices & Billing
Generate invoices in seconds. Send them to your clients and get notified when they view them.
+4
57 articles in this collection
Written by
Ori T,
David S,
PracticePanther Help Center
and 4 others
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
PracticePanther Help Center
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
How do I add flat fees to an invoice?
Adding flat fees to your invoice.
Written by
PracticePanther Help Center
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
Export Custom Fields into LEDES Invoices
Written by
David S
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
PracticePanther Help Center
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
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