Working with Invoices (Beta)

These short tutorials demonstrate how to create, approve and delete Invoices when using FYI for Practice Management.

 

Creating an Interim Invoice

Watch this tutorial to learn how to create an interim invoice in FYI.

 

 

 

Creating a Progress Invoice

Watch this tutorial to learn how to create a progress invoice in FYI and allocate Time & Disbursements entries.

 

 

 

Creating a Final Invoice

Watch this tutorial to learn how to create a final invoice in FYI and write off WIP.

 

 

 

Approving Invoices

Watch this tutorial to learn how to approve invoices in FYI from the Invoices list and using Workflow.

 

Deleting and Voiding Invoices

Watch this tutorial to learn how to delete and void invoices in FYI based on their invoice status.

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