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In Settings, click Billing and rates.

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Review the service types and hourly rates
before recording work.

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These practice settings provide the defaults
used by time entries.

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The subscription controls on this page
manage your firm’s Docket plan separately.

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Click Time to open time capture.

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Choose the client workspace and service type
for the work you performed.

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Here we use Jordan Lee’s T one engagement
and the T one preparation service.

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Check the resolved hourly rate before
entering the time.

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Enter the date and start time, then set
Hours to zero point five for thirty minutes.

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Add a clear description such as Review
supporting documents.

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Check the rate and Billable checkbox.

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This fictional entry uses one hundred
seventy-five dollars per hour.

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Click Log time.

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Then review Recent time entries to confirm
the description, duration, and amount.

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The new entry shows thirty minutes at one
hundred seventy-five dollars per hour, for

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eighty-seven dollars and fifty cents.

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Confirm the saved record before moving on to
billing.

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Open Jordan Lee’s client record and click
Time and billing.

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Review the client’s recent time alongside
existing invoice drafts.

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The new thirty-minute entry appears here
too.

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Check which work remains unbilled so that
the next draft contains the work you intend

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to invoice.

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Click Generate invoice to create a draft
from the two uninvoiced billable entries.

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Together they total two hundred twenty-six
dollars and twenty-five cents before tax.

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Check the tax rate before generating your
own draft.

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Thirteen percent is only the fictional rate
used in this example.

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Click the new draft number to open the
invoice for review.

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Confirm the firm and client details, then
check that you are reviewing the correct

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draft.

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Creating the draft does not send it.

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This example remains an internal draft with
no message or payment request sent.

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Review the descriptions, hours, and rates on
both invoice lines.

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The subtotal is two hundred twenty-six
dollars and twenty-five cents.

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With the example tax, the total is two
hundred fifty-five dollars and sixty-six

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cents.

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Confirm the details before following your
firm’s sending or export process.