Sample: Look up what each invoice setting does
Every setting in the Add Invoice window and the invoice builder, what each one does, and which ones an invoice must have before you can publish it.
In this article2 sections
This page lists the settings you fill in when you bill a client on a case, in the order you meet them.
Add Invoice
| Setting | What it does | Required | Default |
|---|---|---|---|
| Title | Names the invoice. Use letters, numbers, spaces and dashes. | Yes | — |
| Recipients | Who pays, such as your client | Yes | — |
| Due Date | The day it's due | Yes | — |
| Due Time | The time it's due on that day | Yes | — |
| Notifications | When to remind them before it's due | No | — |
| Description | A note shown with the invoice | No | — |
The invoice builder
| Setting | What it does | Required | Default |
|---|---|---|---|
| Invoice No: | Your own number for the invoice, shown to your client | No | — |
| Type | Charge adds to the total; Credit takes away from it | Yes, for each line | Charge |
| Description | What the line is for, such as a filing fee | Yes, for each line | — |
| QTY | How many of the line's item | Yes, for each line | 1 |
| Price | The price of one | Yes, for each line | 1 |
| Discount(%) | Comes off the lines' total first | No | — |
| TAX(%) | Added to what's left after the discount | No | — |
Total($) is worked out for you: the lines, less the discount, plus tax. An invoice can't be published until it has at least one line. See Create and send an invoice.