Bill a consultation

Where accounting is installed, a consultation carries its own billing: the firm invoices its fees from the consultation, and the consultation shows what was invoiced and what is still unpaid.

Before you start

• The consultation is Approved, Late or Done.
• You need the invoicing rights of accounting besides your level on Consulting.
• The fees are billed under the product Consulting Fees, set by default. To use another one, open Consulting/Configuration/Settings and choose it in Consulting Invoice Product under Invoicing.

Steps

1. Open the consultation from Consulting/Consultations.
2. Open Actions and choose Create Invoice.
3. In the window Create Invoice, type the Amount of the fees and click Create Invoice.

4. A draft invoice opens: for the client of the consultation, dated today, with one line of the product and the amount, and the lawyers of the consultation. Check it, then choose Actions › Confirm.

Follow the billing

• The Invoices button on the consultation opens its invoices.
• In Other Info, Invoicing shows the amount invoiced and the amount still unpaid.
• On the cards of the consultations, the $ badge is pale yellow without invoice, red while an invoice is unpaid and green once everything is paid.

FAQ

Closing a consultation asks about an invoice.

Mark Done on a consultation that has no invoice asks whether to bill it: Create Invoice opens the window above, Mark Done Without Invoice closes it unbilled.

Can I bill a consultation in several invoices?

Yes. Each Create Invoice adds one invoice; Invoicing adds them up.