Tip of the Week: Draft Invoice Generation and Sending

This week, we’re diving into the world of draft invoices and showing you how to create, send, and manage them efficiently in TimeSolv. Draft invoices are a powerful tool that allows you to review your billing details before finalizing them for your clients.

Invoicing is a critical part of managing client matters efficiently. TimeSolv makes it easy to generate, manage, and send draft invoices, ensuring accuracy and timely delivery. Here’s how to navigate the process effectively:

Creating Draft Invoices

Never worry about sending an inaccurate invoice again. Draft invoices allow you to meticulously review time entries and expenses before finalizing them for your clients.

1. Navigate to Draft Invoices: 

• Click on Invoices > Drafts. 

2. Create a New Draft Invoice: 

• Click on New Draft Invoices. 
• Choose the client and matter for which you wish to generate the invoice. 
• Specify the billing category and date range for the entries. 
• Define the invoice date and select the billing arrangement (e.g., time only, expenses only, or both). 

Sending Draft Invoices

Once your draft invoice is perfect, send it with a single click! Choose from various delivery methods, including email and TimeSolv’s automated AutoMail service.

• Select the invoice(s) you wish to send and click Send from the top of the screen.
• Choose the delivery method (Printer, Email, or AutoMail) based on your client’s preferences.

Delivery Methods Explained

• Printer: Downloads a PDF of the invoice.
• Email: Sends a copy to the client and CCs the firm’s address.
• AutoMail: Sends physical invoices via mail for a fee

By following these steps, you can streamline the invoice generation and sending process, ensuring clarity and accuracy in your billing procedures. For more detailed instructions and support, visit TimeSolv’s Knowledge Base. Optimize your invoicing process today!