Overview
Viewing Quick Bills
Sending a Quick Bill to a New or Existing Contact
Updating User Permissions to Edit or Delete Quick Bills
Edit and Delete Quick Bills
Sending Unpaid Quick Bill Reminders
What the Client Sees
Overview
Quick Bill is an easy way to email a client an invoice or request funds for a specific dollar amount. With our Quick Bill feature, you can attach your invoices, send payment requests, and see which have been opened, paid, or are still outstanding. Our Quick Bill feature helps firms get paid faster: 57% of paid Quick Bills are paid the same day the request is sent.
Viewing Quick Bills
To access Quick Bills:
Select Invoicing.
Select Quick Bills from the sub-menu.
View All Quick Bills or sort by Sent, Partial, Paid or Overdue.
Search by Case or Contact.
Review the Number, Contact, Amount, Allocation, Total Amount, Amount Paid, and Amount Due. You can also see when the Quick Bill was Sent when your client Viewed it, how many Days Out, and the Status.
Select the Quick Bill button to create a new Quick Bill.
Sending a Quick Bill to New or Existing Contacts
You can send Quick Bills to multiple locations and create multiple contacts with the same email address.
Quick Bills can be sent from the following locations:
Home Dashboard
Quick Actions tab
Invoicing tab
Contacts → Contact Details → Invoicing → Quick Bills
To send a Quick Bill, click the Quick Bill button in one of the locations above.
Select if this bill is for a New Contact or Existing Contact.
Select the Contact.
Enter the Amount requested.
Select the Deposit Account for funds.
Enter Reference note (optional).
The Email Subject Line and Custom Email Text pre-populate from settings.
Upload Attachments (Optional) that will be included in the body of the email. Supported files include documents/text: PDF, Word (DOC, DOCX), TXT, RTF; Spreadsheets: Excel (XLS, XLSX), CSV, and Images: JPG, PNG, TIF, and GIF. The maximum file size is 10 MB.
Click Send.
Once the Quick Bill is sent, you will see a success screen.
Updating User Permissions to Edit or Delete Quick Bills
You must be an Admin user to edit or delete Quick Bills.
To change permissions:
Go to Settings.
Select a Firm User.
Click the Edit User button.
Select Administrator and Manage Quick Bills and Invoices.
Click Save Changes.
Edit and Delete Quick Bills
To edit a Quick Bill:
Navigate to Invoicing.
Click the three vertical dots to the right of Status column for the quick bill you want to edit.
Select Edit or Delete.
Make changes.
Select Save and Resend, or
Select Delete Quick Bill.
Viewing and Sending Unpaid Quick Bill Reminders
To send a payment reminder on an unpaid Quick Bill:
Go to Invoicing.
Select the three vertical dots next to a specific bill.
Click Send Reminder.
What the Client Sees
Your client will receive an email requesting payment when the Quick Bill is sent. They can pay the Quick Bill by clicking Pay Now.
Your client will receive an email reminding them of their unpaid Quick Bill, if a reminder is sent. They can pay the Quick Bill by clicking Deposit Funds.
