Working with Invoices (Elite)

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

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Practice Management features for the Elite plan are in Beta for practices in the United Kingdom.

 

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.

 

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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