Invoices
When the invoice group is selected from the main toolbar of EasyTime a list of matters is displayed for which invoiced can be generated. The currently active matter will be selected.
Use the tab selection to select groups of invoices.
Not Invoiced
show matters for which no invoice has been generated yet
Partially Paid
show matters with open amounts after being invoiced
Fully Paid
show matters which have currently no open balance
Invoice Options
Date Range
Select a date range for which you want to generate an invoice for the selected matters.
All Timeslips
will select all not invoiced timeslips for this matter. This will also include timeslips entered with dates before the last invoice date.
Since Last Invoice
will select all new timeslips since the last invoice date. This is probably the most common method to select timeslips.
Custom Date Range
lets you select a custom start and end date for timeslip selection.
Start Date
The start date from which timeslips will be selected for the current invoice.
End Date
The end date until which timeslips will be selected for the current invoice.
Invoice Template
Select the invoice template you want to use for this invoice. See the
Settings
section of this manual to learn how templates are created.
Invoice Modes
Print Draft
When clicking this button a draft preview of the selected matter(s) is generated and displayed. This enables you to verify your client information, timeslips and invoice totals. The displayed invoice can be printed or saved without generating an invoice history entry or marking timeslips as invoiced.
Print Invoice
This operation will show the same preview as in the draft mode with the difference that when
Print
is selected the invoice is printed and finalized. A history entry is generated, the invoiced timeslips will be marked as invoiced and the matter totals are re-calculated (billed amount, paid amount, open amount).
Next: Record Payments