Billing-Invoices-Expenses
Can an subject be deleted in the case details subject tab?
While entering the subject information, my admin asst accidentally created two separate tabs in the subject section and it is causing the case name to remain blank. Solution: The first tab to the left that is black and has the lines in it is the ...
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 ...
New Features Pre-Launch Webinar 4/26/18
See what's new with PI Direct Link and the latest release called PI Direct 360. Watch the video and see what's new.
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 ...
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 ...