Tutorials → One-Click Invoice

One-Click Invoice

Turn unbilled time into money with a single click. The fastest way to bill.

5 min Quick Win

In This Guide

The Fastest Way to Bill

Traditional billing is a multi-step process: select entries, create invoice, review, export PDF, compose email, attach, send. TimeNet Law's one-click billing does it all:

  • One click: Invoice created, PDF generated, email sent
  • Smart defaults: Uses your templates and settings
  • Still reviewable: Option to preview before sending
  • Audit trail: Everything logged automatically
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VIDEO COMING SOON: One-click invoice flow: click 'Bill Now' on a client → invoice PDF generates → email composes with attachment → sent confirmation appears. All in one click.

Looping video · No audio · ~10-15 seconds

From unbilled time to client inbox — the entire invoicing workflow in a single click.

Setting Up One-Click Billing

Before using one-click billing, configure your defaults:

Step 1: Set Default Template

Preferences → Invoice Templates → Set Default. This template will be used for all one-click invoices.

Step 2: Configure Email Template

Preferences → Email → Invoice Template. Write your standard invoice email message.

Step 3: Verify Client Emails

Make sure each client has a billing email address set. One-click billing uses this automatically.

Step 4: Enable One-Click

Preferences → Billing → Enable One-Click Invoicing. Choose "Send Immediately" or "Preview First."

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SCREENSHOT: Preferences → Billing panel showing Invoice Template selector, Email Template editor, and the 'Enable One-Click Invoicing' toggle with 'Send Immediately' vs 'Preview First' radio buttons.

Configure your defaults once in Preferences — templates, email messages, and billing behavior.

Using One-Click Billing

Once configured, billing is instant:

  1. Go to the client or matter with unbilled time
  2. Click the "Bill Now" button (or press ⌘⇧I)
  3. Done. Invoice created and sent.

That's it. The invoice PDF is generated using your template, attached to an email using your message template, and sent to the client's billing email. The invoice is recorded as sent with timestamp.

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SCREENSHOT: Generated invoice PDF preview showing professional layout with firm logo, itemized time entries, hourly rates, and total due — matching the configured template.

The generated invoice — professional, detailed, and ready to send.

Pro Tip

Use "Preview First" mode when starting out. You'll see exactly what's being sent before it goes. Once you trust your templates, switch to "Send Immediately" for true one-click operation.

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VIDEO COMING SOON: Billing in action: navigate to client → see unbilled time total → click 'Bill Now' → invoice preview slides in → click 'Send' → confirmation toast with invoice number.

Looping video · No audio · ~10-15 seconds

Watch the complete billing workflow — from unbilled entries to sent invoice in seconds.

Safety Features

Worried about accidentally billing? One-click billing includes safeguards:

  • Confirmation: Brief confirmation dialog before sending (can be disabled)
  • Undo window: 30-second window to cancel after clicking
  • Minimum threshold: Won't bill amounts under your set minimum
  • Review mode: "Preview First" option shows invoice before sending
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SCREENSHOT: One-click billing confirmation dialog showing invoice total, client name, and billing email — with 'Send Now' and 'Cancel' buttons. Small '30s undo' indicator visible.

Built-in safeguards: confirmation dialog, 30-second undo window, and minimum threshold protection.

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