Blueleaf

Blueleaf Support Center

Blueleaf Billing: Customizing and Downloading Client Invoices

Last Updated: Nov 10, 2016 03:31PM EST
This article covers the general steps for customizing and generating client invoices in Blueleaf Billing.


Customizing Invoices


1. Select the "invoices" tab on the left




2. Select "Customize Invoice" on the right


3. Select "Upload Logo" on the screen that pops out from the right




4. Enter your firm's address in the text box underneath "Firm Address"


5. Click the plus sign next to "Payment Instructions", "Notes" and "Page Footer" to enter text for these




6. Press "Save" to save your changes



Downloading Client Invoices

Downloading Client Invoices must be done after all error flags have been cleared on the "Fees" page. If an account has a red flag next to it an invoice will not be generated for that client.


1. Select the "invoices" tab on the left


2. Click on the green rectangle next to a client name to preview that client's invoice




3. Click on the "Export PDF" Button. This will generate a link to a .zip file that contains individual PDFs for all clients



4. Open the .zip file on your computer to access the PDFs



If you have any questions or encounter any problems while completing these steps, contact us at vipsupport@blueleaf.com

Contact Us

supportbox@blueleaf.com
http://assets1.desk.com/
false
blueleafadvisor
Loading
seconds ago
a minute ago
minutes ago
an hour ago
hours ago
a day ago
days ago
about
false
Invalid characters found
/customer/en/portal/articles/autocomplete