Invoices & Billing

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

Ori T avatar PracticePanther Help Center avatar Adam Sibori avatar +4
53 articles in this collection
Written by Ori T, PracticePanther Help Center, Adam Sibori and 4 others
Basic Questions

How do I create a statement for my clients?

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

What is the best method to delete invoices?

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

How do I save my invoice as a PDF?

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

How do I add a line item to an invoice?

Adding line items when generating invoices.
David avatar
Written by David
Updated over a week ago

How do I generate a Pre-bill?

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

How do I create 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

How do I invoice for a specific date range?

How to charge your clients for time entries and expenses within specific date ranges.
Adam Sibori avatar
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.
Brian Gomez avatar
Written by Brian Gomez
Updated over a week ago

How do I edit 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

How do I sort invoices?

Sorting your invoices.
PracticePanther Help Center avatar
Written by PracticePanther Help Center
Updated over a week ago

How do I export totals only when running reports?

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

How do I customize 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

Default CSS elements of an invoice

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

How do I change the font size on my invoices?

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

How do I adjust size of logo for invoices?

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

How do I hide our company name on our invoices?

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

How do I customize 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

How do I remove my firm's name from the invoice?

Removing your firm's name from the invoice.
PracticePanther Help Center avatar
Written by PracticePanther Help Center
Updated over a week ago

How do I adjust the "bill to" section of an invoice?

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

How do I use Custom Fields on an invoice?

Using the custom fields in PracticePanther in the notes and or terms and condition on an invoice.
David avatar
Written by David
Updated over a week ago

How do I add custom information to my invoices?

Customize your Terms and Conditions on Invoices with Merge Codes.
David S avatar
Written by David S
Updated over a week ago

How do I show the retainer balance and ledger on an invoice?

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

How do I make my invoices start from a different number?

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

How do I show 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

How do I remove 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

How do I add my ABN number to an invoice?

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