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Invoicing

Complete invoicing management support for CosmoLex

Split Billing
Need: In many legal cases, especially divorce and meditations, the firm is jointly representing two or more parties and parties agree to split the legal fee...
Sun, 18 Feb, 2018 at 8:55 PM
How to Generate Invoices (Single and Multiple)
If it is an hourly matter, be sure to have some time/expense cards already entered. If it is a fixed fee or contingency matter, be sure to enter those amoun...
Tue, 8 May, 2018 at 5:37 AM
Editing Invoices
Why Edit Invoices? It is very common, during the billing process to want to make a change to an invoice before you deliver it to the client. After you c...
Fri, 20 Apr, 2018 at 3:25 PM
How to Print Invoices (Single)
From Matter Details: Click Matters in the side panel > select the client matter > Click Details Under Matter Details > click b...
Tue, 8 May, 2018 at 5:46 AM
How to Print Invoices (Multiple)
From Matter Details: Click Matters in the side panel > select the client matter > Click Details Under Matter Details > click billin...
Tue, 8 May, 2018 at 5:46 AM
Viewing Unpaid Invoices
Viewing Unpaid Invoices from Matter Details: Click Matters in side panel > Select client matter > Click Details On Matter Details Pag...
Tue, 8 May, 2018 at 5:48 AM
Viewing Paid Invoices
Viewing Paid Invoices from Matter Details: Click Matters in the side panel > Select the client-matter > Click Details On matter detail...
Tue, 8 May, 2018 at 5:49 AM
How to Email Your Invoices
Emailing Invoices Across All Matters Click Activities in the side panel In the invoices section > Click theicon > choose email invoices...
Tue, 8 May, 2018 at 5:50 AM
How to Delete/Void Invoices
Deleting an Invoice You can always edit an invoice, but if you accidentally generated one, you can also delete it. Deleting an invoice does not delete its...
Tue, 8 May, 2018 at 5:51 AM
How to Apply a Change or Write-off to an Invoice.
What is a Change/Write-off? In CosmoLex, a discount is intended for amounts you choose to deduct at the time of creating an invoice, or before finalizin...
Fri, 11 May, 2018 at 11:11 AM