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 Billing.
Select Quick Bills from the sub-menu.
View All Quick Bills or sort by Sent, Partial, Paid or Overdue.
Search by 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 New Quick Bill button to create a new Quick Bill.
Sending a Quick Bill to New or Existing Contact
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:
The Dashboard
Quick Actions
Billing > Quick Bills
Contacts > Contact Details > Billing > Quick Bills
To send a Quick Bill, click the Send Quick Bill button in one of the locations above.
Select if this bill is for a New or Existing Contact.
Add Details, including the account into which the Quick Bill will be deposited.
The Email Subject Line and Message pre-populate from settings.
Upload (Optional) attachments 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 the Send Quick Bill button.
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:
Go to Billing
Select the three dots for a specific contact and then Edit
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 Billing
Select the three dots for a specific contact and then Send Reminder
Click Send Reminder
What the Client Sees
Your client will receive an email requesting payment when the Quick Bill is sent.
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.
