Working with Invoices (Elite)

These short tutorials demonstrate how to create and manage Invoices for Standard, Billing and Workflow jobs when using FYI for Practice Management.

Creating Interim Invoices for a Standard Job Watch this tutorial to learn how to create an interim invoice for a Standard Job in FYI.
Creating Invoices for Standard Jobs Watch this tutorial to learn how to create progress or final invoices for Standard Jobs in FYI, by allocating Time & Disbursement entries and writing on or off WIP.
Creating Interim Invoices for a Billing Job Watch this tutorial to learn how to create an interim invoice for a Billing Job in FYI.
Creating Progress & Final Invoices for Workflow Jobs Watch this tutorial to learn how to create progress and final invoices for Workflow Jobs in FYI.
Creating Disbursement Invoices Watch this tutorial to learn how to create disbursement invoices for all disbursement entries.
Allocating WIP to an Invoice Watch this tutorial to learn how to allocate WIP to progress or final invoices.
Splitting Time Entries Watch this tutorial to learn how to split time for time entries and interim fees when creating progress and final invoices.
Approving Invoices Watch this tutorial to learn how to approve invoices in FYI from the Invoices list and using Workflow.
Deleting and Voiding Invoices Watch this tutorial to learn how to delete and void invoices in FYI based on their invoice status.

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