Time
19 articles
- Invoices and accounts overviewWhat the Invoices and accounts page shows: outstanding, overdue, collected and unbilled work.
- Log time with the timer or by handRun a timer on a matter or log hours by hand, how 6-minute rounding and the hourly rate work.
- Edit, approve and write off time entriesTime entry statuses (draft, approved, billed, written off) and who can edit, delete and approve.
- Record expenses and receiptsAdd matter expenses (fees, translation, travel), attach the receipt and choose what is charged to the client.
- Fee arrangements: hourly, fixed, stages, success or retainerSet how each matter is charged and members' hourly rates, and what goes onto the invoice automatically.
- Create an invoice from time and expensesCreate a draft invoice for a matter in a few steps, import unbilled work and check lines and VAT before issuing.
- Issue an invoice: numbering, locking and the monthly limitWhat happens when you press Issue invoice: sequential number, locked lines, issue and due dates, and the monthly counter.
- Why can't I issue my invoice?Why the Issue invoice button is disabled, what the "Cannot issue yet" list means and how to fix each reason.
- Credit notes, debit notes and voiding an invoiceHow to correct an issued invoice with a credit or debit note, and how to void it with a full credit note.
- Send an invoice to the client: PDF, email and the client portalPrint or save an invoice as PDF, email a summary (owner only) and what the client sees in their portal.
- Can clients pay online?Online payment by clients is not available yet; how clients pay today and how you record it.
- Record payments receivedRecord a full or partial payment on an invoice, how its status changes and how to delete a mistaken payment.
- Client statements and receivables ageingProduce a client statement for a period and see overdue amounts by age (0–30, 31–60, 61–90, over 90 days).
- Seller details, VAT number and invoice prefixComplete the firm's seller details (name, VAT number, CR, national address, IBAN) and numbering and due-date settings.
- ZATCA (Fatoora) connection status: what Practice does and does not doWhat "not connected to ZATCA yet" means: invoices are generated in ZATCA's format but not sent to it, and Practice is not an approved solution.
- The client trust ledger: what it is and who uses itA separate ledger per client for deposits and withdrawals; no withdrawal above the balance and no edits; on paid plans.
- Trust: add an account, record deposits and withdrawals, pay an invoiceSteps to add a trust account, record deposits, withdrawals and refunds, pay an invoice from a client's balance and handle refusals.
- Reports: what they show and who sees themFirm reports (matters, hearings, overdue items, leads and new clients) for the owner and partners on paid plans.
- Who can see the money side? Time, invoices and trust permissionsWhat each role can do with time, expenses, invoices, trust and reports, and why a lawyer sees "This section is for partners and accountants".
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