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Creating a Quick Invoice

  • Feb 3, 2026
  • Knowledge

How To
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Create a quick invoice if you only need to add one fee to an invoice. Existing unbilled Time/Fee and Expense Recoveries will not come across to the Quick Invoice.

  • Desktop

  1. Open the matter.

  2. Click the Operating Accounting > Expenses & Receivables tabs.

  3. Click the dropdown next to New Invoice > New Quick Invoice on the toolbar.

  4. Complete the details of the fee. In order for the relevant activity code to appear, please ensure that the code is set as the Fee type.

  5. Click OK.

  6. Click Save & Close.

 
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To create a standard invoice, see our Creating an Invoice article for more information.

Last Modified Date
2/3/2026 5:28 PM
Title
Creating a Quick Invoice
URL Name
Creating-a-Quick-Invoice-US

Resolution
Operating Accounting
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Creating a Quick Invoice