
Manage Invoices
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Send Your Invoices (Email & SMS)
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Include a Client Statement with Invoices
When sending invoices to clients, you have the option to attach a cover page, also known as a Client Statement, to your email or printed invoices. The Client Statement provides a summary of the total amount encompassing all invoices generated for that specific client.
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Overdue Invoice Reminders
Our overdue invoice reminders enable you to promptly inform clients about their outstanding payments. It’s important to note that invoice reminders can only be sent for Active Matters. You can send invoice reminders from either a specific matter or directly from the
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Add an Overhead Charge to Invoices
Instead of itemizing soft cost charges to clients, you can include an overhead charge on your invoices to cover these costs.
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Change or Write-Off an Invoice Balance
You have the ability to adjust the invoice total or write off the balance once the invoice has been sent to your client or after partial payment has been made. Utilizing the Change/Write-off Invoice function preserves the original invoice entry while generating a new record that reflects the adjustments you’ve made.
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Generate a Transaction Receipt
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Unlink a Payment from an Invoice
Before you void or delete an invoice, you must unlink any payments associated with the invoice.
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Trust Auto Apply
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View an Invoice’s Email History and Delivery Status
Efficiently monitor emailed invoices and ensure their delivery by reviewing the email history, including confirmation of download status. View An Invoice’s Email History From a Matter
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Revoke Invoice Download Links
You’ve sent out an invoice via email, but now you require modifications. Additionally, you’d rather your client doesn’t access it yet. The solution? Invalidate the download link for invoices that haven’t been accessed.
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Configuring LEDES 1998B eBilling format
If you require eBilling at your firm, first follow the steps to Setup eBilling. This includes the one-time firm setup as well as the matter-level setup.
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Copy Your Firm and Third Parties When Emailing Invoices
When sending your invoices via email, it’s essential to include both your company and third parties. The Client Primary Email is mandatory and is automatically included by default.
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Display a Detailed Description on a Fixed Fee Invoice
>If you set a matter’s billing method to Fixed Fee, the system automatically categorizes all future timecard entries on that matter as non-billable, preventing them from displaying on matter invoices.
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Reverse a Bad Debt Write-Off
You can reverse a write-off if a client pays an invoice balance after your firm has written it off.
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Generate an eBill (LEDES 98BI)
Before you generate a LEDES 98BI eBill, make sure to follow the steps to set up eBilling.
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Generate an eBill (LEDES 2000)
Once you enable eBilling for a matter, you can enter your time and expenses and produce an invoice.
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Generate an eBill (Litigation Advisor)
Once you enable eBilling for a matter, you can enter your time and expenses and produce an invoice.
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Generate an eBill (LEDES 2.0)
Once you enable eBilling for a matter, you can enter your time and expenses and produce an invoice.
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Generate an eBill (LEDES 1998B)
The system generates your eBill and downloads to your preferred location.
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Apply Tax to an Invoice
You can apply taxes to your client invoices at the firm, matter, and time/expense levels.
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Apply a Discount to an Invoice or an Invoice Line Item
You can apply a discount to an invoice or an invoice line item when creating or editing an invoice.
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Pre-Bill Review
When billing your clients, it is always a good idea to review your Work in Progress (WIP) to make any adjustments prior to billing.
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Download Invoices
You can print invoices in PDF and Microsoft Word formats.
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Delete an Invoice
Deleting an invoice does not delete its respective time or expense cards.
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Edit an Invoice
You may need to change an invoice after creating it, delivering it, or applying payment to it.
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Generate Invoices
If it is a fixed fee or contingency matter, you recorded your fee.
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View an Invoice
You can view an invoice.