HOW-TO GUIDE
Add or create an invoice
Understand invoice fields and task association.
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In this guide
1. Open Invoice Management2. Choose add or create3. Review and save1
Open Invoice Management
Select “Invoice Management” under Legal Project Management. Search, filter, or choose “Add invoice.”
2
Choose add or create
The form has “Add invoice” and “Create invoice” tabs. Select the task, amount excluding tax, payment date, and payment method according to the displayed fields.
3
Review and save
For an added invoice, review the discount and attach a document if needed. For a created invoice, set the paid status. Verify the amount and task before submitting.
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