Invoicing and Payments

• Setting Up Your Invoices: Logo, Template, Late Fees, and Discounts
• Client Statements
• Recording Client Payments
• Understanding Billing Statuses: UnBilled, Pre-Billed, and Billed
• Using the Invoice Tracker
• Finalizing and Sending an Invoice
• Why Does My Invoice Show $0.00?
• Selecting Entries for an Invoice
• Creating Billing Adjustments
• Configuring the Client Portal
• Setting Up Online Payments (Stripe, LawPay, CPACharge)
• How to Create a New Invoice