How do I Invoice Unbilled Activities?

  • Updated
You can invoice any of your time entries and expenses as unbilled.
  1. Select New Invoices from Unbilled Activities from the Quick Add menu or navigate to the  Accounting section and click + on the action bar under the Invoices & Payments tab and select Invoice Unbilled Activities.

  2. The Generate Invoice for Hours & Expenses screen displays. All unbilled time and expenses are listed grouped by Matter.

  3. Check off the items you would like to bill, then click Generate Invoice at the bottom of the screen to create a new Invoice.

The newly created invoice appears at the top of your invoice list where you can apply payments, add new line items and print out the invoice. 

To learn more about time entries, refer to this Time Entry Overview video.

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