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Invoicing

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...
Fri, 29 Dec, 2017 at 10:39 PM
Editing Unpaid Invoices
You may have unpaid invoices you want to make changes to such as editing the time card, applying a discount, etc. To do this: Click Matters in sid...
Fri, 29 Dec, 2017 at 11:07 PM
Editing Paid Invoices
There are times where you need to make changes to a paid invoice for a client such as adding more time/expense cards to the invoice, adding a discount, etc ...
Tue, 2 Jan, 2018 at 9:17 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 bi...
Tue, 2 Jan, 2018 at 9:38 PM
How to Print Invoices (Multiple)
From Matter Details: Click Matters in the side panel > select the client matter > Click Details Under Matter Details > click billing...
Tue, 2 Jan, 2018 at 9:59 PM
Viewing Unpaid Invoices
Viewing Unpaid Invoices from Matter Details: Click Matters in side panel > Select client matter > Click Details On Matter Details Page...
Tue, 2 Jan, 2018 at 10:17 PM
Viewing Paid Invoices
Viewing Paid Invoices from Matter Details: Click Matters in the side panel > Select the client-matter > Click Details On matter details...
Tue, 2 Jan, 2018 at 10:35 PM
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 ...
Wed, 3 Jan, 2018 at 9:54 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...
Thu, 4 Jan, 2018 at 12:52 PM