Adding Invoices
Invoices are used when a clerk performs a service but does not accept money.
To add an invoice:
1. Add an invoice from the following places.
Option Description
When assessing fees Click Save/Invoice from the Add Charges on Case dialog box.
From the case Financial tab
a. Access the case fee Balances or Transactions view or the registry Accounts or Transactions view.
b. Click Image.
When entering miscellaneous invoices
a. Select Add a Misc. Invoice under Fees & Finances in the navigation menu.
b. Select a financial category.
2. Complete the invoice fields displayed.
3. Click Save (ALT+S).
The invoice is automatically printed.
Related Links
Invoice Fields
Invoices (Parent Topic)