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
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:

1. Select Billing.
2. Select Quick Bills from the sub-menu.
3. View All Quick Bills or sort by Sent, Partial, Paid or Overdue.
4. Search by Contact.
5. 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.
6. 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.

1. Select if this bill is for a New or Existing Contact. 
2. Add Details, including the account into which the Quick Bill will be deposited.
3. The Email Subject Line and Message pre-populate from settings. 
4. 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.
5. Click the Send Quick Bill button.
   
   
6. 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:

1. Go to Settings
2. Select a Firm User
3. Click the Edit User button
4. Select Administrator and Manage Quick Bills and Invoices
5. Click Save Changes

Edit and Delete Quick Bills

To edit a Quick Bill:

1. Go to Billing
2. Select a Contact
3. Select Edit 
   
   
4. Make Changes
5. Select Save and Resend or
6. Select Delete Quick Bill

What the Client Sees

Your client will receive an email requesting payment. To make the payment, click the Pay Now button. Once the payment is complete, you will see it recorded in LawPay.