Introduction
Something descriptive here.
Invoice Batches
Invoice Batches provide a record of post-invoicing tasks, like:
Does the trust need to be replenished?
If required, has the trust been replenished?
Has the invoice been sent to the client, and by what method (email/mail)?
How much money can be transferred from IOLTA to operating, both for expenses and labor?
Invoices
The Invoices section lists all invoices, both draft and finalized.
By default, all finalized invoices are hidden. Uncheck the Hide Finalized checkbox to show them.
To configure invoicing, including billable increments, rounding method and invoice formatting, click on the Configure button to the right.
Work in Progress
WIP, or Work in Progress, is work that has been completed but not invoiced.
By default, WIP will show all un-invoiced work, but you can change the date range using the Start and Through dates below.
WIP is organized by client and case, and lists relevant info like Labor, Expenses, Total (of Labor and Expenses), the number of Transactions (payments, withdrawals, etc), and the amount currently in Trust.
To invoice WIP, you can either click the Invoice button on the right of the entry, or you can select multiple clients and cases and click the Invoice All button above the entry list.
Clicking on an entry in WIP will show a breakdown of the labor, expenses and transactions for that client and case.