Pop-Up Blocker and Billing Items
If you experience an issue when attempting to download billing items from the financial tab be sure to disable your pop-up blocker for the site. This action causes a new window to open and the browser at times views that as a pop-up and prevents the billing items to open.
Related Articles
Does PI Direct link allow for retainer management?
Yes. You can enter retainers into the billing items area. In that same area, you (or staff) can enter expenses and billing related to that case. Part of our video tutorial on Billing and Invoicing covers how to enter and track retainers. We are ...
How do I track investigator's time
Q: I want to track the time my investigators and staff spend working on a case A: The system gives the admin the ability to track the time their users and staff spend on a particular case. Direct your staff, users, and vendors once their work is ...
Invoice Support Resource Page
The Invoice feature of the system allows you to create invoices on cases directly from the system. Start by setting up billing and invoices. Click on Settings then go to the Billing & Invoices Settings Over to the left of this screen, click on the ...
Reminders Information Page
The reminders section is a great place to enter information about specific case related items such as appointments, meetings, client updates and important case tasks. On the Dashboard, you can also enter reminders that are not case related like Call ...