General Invoices

• General Invoice

  About General Invoice You can generate a General Invoice only for Clients with a “Matter” created as “General.” When generating a General Invoice, the following conditions have to be met: Pending Matter: The Client Matter for which you want to generate an invoice for must not have a “Pending” status, else the Matter will not display for selection under the Matter dropdown field for selection. No Activity Created: If a Client and its adjoined Matter have no Activity created,Few readers

Billing

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Trust Invoices

• Trust Invoices

  About Trust Invoice Generation Trust Invoices can only be created for Activities that are associated with a Matter created as Trust. Who Can Use This Feature? Anyone who has access to Danalix is able to use this feature. How to Generate a Trust Invoice Option 1: To generate a trust invoice, go to: Activities & Billing sidebar menu Billing & Invoicing tab on the Billing & Invoicing Summary screen, click the “Generate Invoice” button on the “Generate Invoice” screen seFew readers