These are features that can be used across multiple clients and matters, all in one process.  These features can save the user time by not looking into each matter separately for results.

Creating Invoices
- Printing Invoices
- Emailing Invoices
- Emailing Invoice Reminders
- Paying Invoices

  • these features start at the Activities page
  • click the "Invoice" tab



Creating Invoices

  • click "Add'
  • enter the most recent date in the "Include Matter Till" section. Entering the most recent date will keep you from missing any unbilled balances, which will appear in the box on the right
  • click "Generate" 
  • after generating, the created invoices will be listed with their respective matters



Printing Invoices

  • Click Action > Print Invoice (Multiple)
  • any created unpaid invoices will appear in the list at the top of the screen
  • check off which invoices you wish to print
  • click "Print Invoices"
  • the requested invoices will appear on a separate screen in pdf format. You also have the option to choose Word (.doc) for printing invoices.



Emailing Invoices

  • Click Action > Email Invoice(s)
  • any created unpaid invoices will appear in the list at the top of the screen, along with the client email addresses.
  • check off which invoices you wish to print
  • if a client does not have an email address, click the "Client Email" section and enter it there
  • when ready, click "Email"
  • an email with the attached invoice will be sent to their respective email addresses




Email Invoice Reminders

  • Click Action > Email Reminders
  • Click HERE for details on the various features




Paying Invoices

  • Please keep in mind that paying invoices in bulk only work if it's the same client with various matters and/or invoices. In addition, this can only work through "New Funds from Client", as retainers are proprietary to their specific matters.
  • Click HERE for details.