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