Invoices
Invoices (Accounting ▸ Invoices) is where you turn a matter’s work-in-progress into a client bill, post it to the general ledger, and track payment. It’s the Accounts-Receivable counterpart to Vendor Bills.
Build a bill from WIP
Section titled “Build a bill from WIP”Click New bill from WIP and pick a matter. Athenty drafts an invoice from everything currently billable on it:
- Time dockets (billable, not yet invoiced)
- Fees (billable, not yet invoiced)
- Recoverable disbursements — soft (estimated) and hard (paid)
This is the generate-then-trim model. The draft starts with all eligible work; you remove what you don’t want to bill yet.
Trimming a draft
Section titled “Trimming a draft”Use the trash icon on a line to remove it. Removed work returns to WIP and reappears next time you bill the matter — nothing is lost. Prefer to start empty? Use Blank draft and add lines by hand.
Non-billable work
Section titled “Non-billable work”Work you’ll never bill shouldn’t clutter every draft. On the matter’s tabs:
- Mark a time docket or fee non-billable → excluded from WIP, no ledger effect.
- Mark a hard cost non-billable → the firm absorbs it: its recoverable asset clears to a write-down expense (DR 5950 / CR 1210). Soft costs simply drop out. Re-enable billable to reverse.
Issuing
Section titled “Issuing”Set an optional due date and click Issue. Athenty assigns the next
gapless number (INV-YYYY-NNNN), freezes totals, and posts DR Accounts
Receivable / CR revenue + tax. Each fee or time line credits its source
timekeeper’s revenue sub-account (4001.NICK fixed fee / 4002.NICK
hourly); ad-hoc lines and work without a timekeeper land on the
UNASSIGNED catch-all so the books always reconcile. Issued lines are
locked.
Collecting
Section titled “Collecting”| Action | What it does |
|---|---|
| Record payment | DR Bank / CR A/R; advances status. Overpayment → client credit. |
| Settle from trust | Pays from the client’s trust in one GL-correct move. At/above the requisition threshold, Form 9A signatures are required first. |
| Write-off | Recognizes an uncollectible amount as bad debt. |
| Credit memo | Reverses fee revenue to correct an over-bill. |
| Downloads the client-ready invoice. |
Voiding
Section titled “Voiding”Void reverses the ledger entry and returns billed work to WIP. Issue a fresh, corrected invoice rather than editing a posted one.
One invoice covers one matter (consolidated multi-matter statements are a future enhancement). For aged receivables and per-client balances, see Accounting ▸ A/R Reports.