Print outstanding invoices for clients
You can use the
Unprinted
tab of the Print Billing Invoices
screen to view and print outstanding invoices for clients.- Go toFile,Print Billing Invoices, then theUnprintedtab for a list of all outstanding invoices.
- Select the plus sign next to an invoice to view its details.
- Select the ellipsis in theOverridecolumn to open theOverride Invoice Informationwindow for individual invoice customization.
- Select a filter from the dropdown to filter the invoices. Additional criteria fields will appear for more specific filtering.
- Mark theUse fee date as invoice datecheckbox to apply the fee date as the invoice date rather than the system date (default).
- If you're using the fee date as the invoice date, mark theSeparate invoice per fee datecheckbox to print separate invoices for each fee date.
- In theInvoicesgrid, select the plus sign to view fees.
- Select the fee row and selectDeleteto remove a fee. Only individual fees can be deleted, not entire invoices. Deleting all fees will automatically remove the invoice.
- Include a Fee in the Printed Invoice: Mark this checkbox next to the fee to include it in the printed invoice.
- SelectAdd Feeand complete theAdd Feewindow to add a new fee.
