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Credenza Pro Features

 
Credenza Pro
Shared Files
Workgroups
Manage Documents
Team Email
Group Scheduling
Common Address Book
Record Time for Others
Track Expenses
Shared Tasks & Notes
Take Messages
Send Invoices
Track Payments
Manage Trust Accounts
Track Retainer Balances
Monitor WIP
Batch Bill
Collection Assistant
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Connect from Anywhere
Privacy Options
Security
 

Send Invoices

Credenza Pro includes a Billing module where you see all draft bills, invoices and payments with numerous filtering options along the top. The sophisticated billing capabilities are incredibly easy to use and work just like the other areas of Credenza.

Your bills can include all of your time entries and expenses related to each of your clients or files. With just a click you can create your draft bill and select the entries you want to include.

Draft Bill and Billing Module

When you are satisfied with the bill you can create the corresponding invoice to send out to the client. Credenza Pro can even automate the process of emailing the invoice to your client. It couldn't be any easier to get your bills out and get paid for all of your work.

Finalized Invoice

 
 

 
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