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 this week

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 this week

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