Initiate Invoice

Invoices may be initiated in accordance with the established workflow. Depending on the configuration available in Workflow, the individuals who are working on the Case will have an option ‘Initiate Invoice’ in the Actions menu.

Click here to learn how to Create and Customize a Workflow

Prior to the initiation, the team working on the Case will have an option to add all applicable Fees to the Case under ‘Fees/Invoices’ section in Case Details. The Fee will be displayed based on the default configuration.

Click here to learn how to Configure Fees for various Case Types

The default is modifiable by the users or Accounts team as needed.

To add various fees, Select the ‘Add Fees’ under ‘Fees/Invoices’ in the Case Details as shown below.