Guides · Billing
Billing
Money without a fee spreadsheet
Raise invoices on the engagement and keep outstanding visible on Home, client, and Billing.
Invoice from the work
From an engagement (Billing tab or quick action) or Billing → New invoice, create an invoice linked to the client and engagement.
Outstanding balances appear on Home, the client page, and the engagements table.
Collect in the same place
When payment arrives, open the invoice and Record payment. Partial payments update status automatically.
Use Billing filters — Open, Overdue, Paid — instead of a separate fees tab in Excel.
What F-Practice is not (yet)
Phase 1 is practice billing visibility, not full accounting. Keep your books where they already live if you need ledgers and tax returns.
The goal is simple: never wonder who owes you for which engagement.