How To
View invoicing history
CCH iFirm Time and Fees
Security role required: Invoice - View Only
You can view the Invoice History panel within a number of areas in Jobs & Billing to see the key milestones of an invoice, along with the date and time it happened, and who did it. This enables you to identify the status of an invoice and who is responsible for it. The information will accumulate in the panel, so even if you unfinalize an invoice and then finalize it again, each individual action will be shown.
- Date - This is the date and time that the event happened. Entries are sorted by Date Descending.
- Details - This is the information of what happened and by which Jobs & Billing user. Details are recorded for when an invoice is created, finalized, unfinalized and marked as sent.
When creating new invoices and reviewing existing invoices, you can click the Additional Information tab to view the invoicing history.
Related documents
Use interim or progress invoice text
How to use interim or progress invoice text
Recording time in lieu
You can set the general timesheet settings to automatically lock timesheets by date or job stage. Alternatively, you can manually lock timesheets for an individual job. When you do this, users will not be able to add, edit, or delete timesheet entries for that particular job.
View email contents
You can view the content of e-mails in the E-mail Centre. The e-mails are read-only, therefore, you cannot edit them.
Manage Email Templates
Templates are supplied for e-mailing invoices and statements, or you can add your own. You can delete these templates if you do not need them. You can set the default template in the billing entities area. You have the option of sending your e-mail as HTML or plain text.
Email Centre
The E-mail Centre displays client-related e-mails as well as some key internal e-mails.