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Retainer invoice example for Support

[Music] in this video i'll be walking you through how to edit draft invoices head under invoices drafts and click on the dollar amount of the invoice you want to edit now let's first take a look at what we have under the general tab so the invoice date is the date you wish to generate the invoice on then we have the invoice period this is the date range of entries to be included in the invoice and then we have the label which you can attach for the invoice by default this will pre-fill with the mata name and then you can specify which template to use which is your billing template list and you can even edit that billing template directly from under the screen by clicking on edit and it will pull the template up for you and you can select whatever you need and deselect whatever you don't need next we have a series of details here just for reference purposes on the invoice details including grace period payment terms the interest rate um who it was last sent by if at all as you can see here this was not sent yet and whether it is consolidated this is not since this is not check marked and we can check the review completed check box if necessary this will show a tick symbol under the status column on the main invoices draft screen it will indicate the invoice has been reviewed and is ready to be sent out if under firmwide settings which is under invoice and settings tab you have review required to send invoices checkbox enabled users will not be able to send out the invoice unless the review completed check box over here is checked and then we have the invoice delivery methods which is printer which allows you to download a pdf and we have email which will send the invoice out to the email on file and then we have the auto mail selection time self charges 1.49 per piece and additional postage is required no return mailer will be included now let's head under addresses tab under the addresses tab users can edit the from and to address details including the email addresses click on edit address to edit any address and you can choose which from address you want from your system addresses and then we have the narratives tab the invoice narratives are the different texts that appear in various areas of the invoice document timezone gives you maximum flexibility when it comes to creating language and style of your invoice we have the cover page narrative text over here and then we have the invoice narrative and then we have the invoice footer text that you want to enter here now for invoice email message you can use our text editor to format your invoice email messages you can use html by clicking on the code view or you can just use the plain text editor and and you can upload images and embed videos and then we have the payment instructions text next up is the time tab under the time tab you can view and add new time entries to the invoice and you can edit time entries of the invoice or include any missing time entries so if there are any missing time entries that exist that can be included on the invoice this button here will be activated and you can include any missing time or you can even update original time entries when editing a time entry clicking on update will only update the draft invoice it will not update original time entries unless update original time entry as well is enabled so let's click on edit and here we go we have all the details brought up we can make the edits we need and clicking update original time entry will update the original entry in the system otherwise it will only make the update for this specific invoice scenario you can even choose to hold the entry billing out later on and then let's take a look at the expense tab again you have the opportunity to include any missing expense entries here and you can edit expense entries just as you did under the time entry tab now the interest tab will only appear if you have interest enabled against this specific invoice so the interest is applicable after the grace period and payment terms have expired and only for those client matters used in the draft invoice that have an unpaid sent invoice you can enable the override calculated interest to edit the interest if i select this you can see that this figure has appeared here and i can change this figure and press save to overwrite next up we have the totals tab you can view the totals of the invoice and modify any adjustments if you want a reduction you can add it as an adjustment by adding a negative symbol otherwise anything that you fill in here will be added onto the invoice and then you can also give a reduction through a discount percentage you