Click Create invoices from the list.

A list of Invoices will appear in the window.

Select the relevant matter filters and settings as required.

(Optional) toggle Inc. tax off if you wish to see the Time & Fees, Disbursements and Total amounts without tax. 

Tick each box to select the Matter/s you wish to create an invoice for.

Tick the Print box at the top right corner if you wish to print all the created invoices after they are populated.

Click Create.

Click Assign invoices from the list.

A list of Invoices will appear on the screen. Use the  buttons to sort/group and hide the columns of your Invoices list.

Select Staff assigned to, to select only those staff members' invoices.

Select an invoice from the list and click the Select button in the top right corner.

From the Settings options, click the to display the Batch details if required.

Select the Staff assigned to button to search for a staff member from the list. All selected invoices will be assigned to the staff member specified in this field.

Select the Invoices from the list that you wish to assign by ticking the individual boxes left of the matter number. To select all invoices tick the box at the top left of Matter no.

Click Assign in the top right corner.

Select the Invoicing tab.

Click on Assigned invoices.

Click Apply credit to invoices from the list.

Click Batch no to open the batch filters settings.

From the available filters, enter the Batch no, search for the Type of transaction, select a staff member and a date range.

A list of assigned invoices will be displayed based on the selected filters.

From the Settings tab, select the Memo and enter the description of the transaction.

Select a date by clicking the icon.

Enter an amount for each invoice under the Apply column or select Apply all.

Click Save.