Search and Retrieve Invoice
An invoice can be retrieved by entering Invoice# in the box (and clicking on Retrieve button) inUnpaid Invoices section on the Dashboard. Retrieve can pull an invoice irrespective of its paid/unpaid status. To display unpaid invoice list again, simply empty the box and click on Retrieve button again.
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Search Notes
Notes and Private Notes can be searched to display cases in which the search words are found. To search in Notes or Private Notes, go to Dashboard, scroll down to the bottom and enter the search term in Search String field. Users with role type ...
Excluding Archived Cases From Search
Under Cases (Projects) tab, next to the search box, the checkbox can be checked to exclude archived chases from the search results.
Editing Invoice
An invoice can be edited simply by editing notes (time/expense entries). Alternatively, the invoice may be deleted and recreated. After editing one or more notes that were previously added to the invoice, simply download the invoice again. No other ...
Invoice Templates
Two templates are provided for PDF invoices. Default templates is configurable via Invoice Settings and provide greater details. A simplistic invoice template is also provided. To use the simplistic template, click on Settings/Tools/Reports -> ...
Remove Invoice Columns - Invoice Customization
Rates, staff and Hour columns (individually) may be removed from invoices. Visit "Settings/Tools/Reports" -> "Invoice/General Settings" to hide/show one of more columns. The removal of these columns is dynamic. That is, if you later on want to ...