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How to create an invoice from the matters window

 In order to create an invoice from the Matters window, first ensure you are on the matters window by clicking the Matters button in the left Favourites Bar.  

Invoice

Next click on the Matter you would like to generate an invoice for. Click on the Invoice All WIP button in the Top Toolbar. Please note this will only be an option if you have WIP in the Matter.

It will open the prepare invoice window and list all the work in progress entries that you can invoice the client for.

Prepare Invoice

Another way to create an invoice is to press the Instant Invoice button in the Top Toolbar.

It will open the Instant Invoice window for you to enter text into, and the amount you are charging your client.

Instant Invoice