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.
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
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
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.
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.
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.
You can reverse a write-off if a client pays an invoice balance after your firm has written it off.
Before you generate a LEDES 98BI eBill, make sure to follow the steps to set up eBilling.
Once you enable eBilling for a matter, you can enter your time and expenses and produce an invoice.
Once you enable eBilling for a matter, you can enter your time and expenses and produce an invoice.
Once you enable eBilling for a matter, you can enter your time and expenses and produce an invoice.
The system generates your eBill and downloads to your preferred location.
Before you void or delete an invoice, you must unlink any payments associated with the 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.
Instead of itemizing soft cost charges to clients, you can include an overhead charge on your invoices to cover these costs.
You can apply taxes to your client invoices at the firm, matter, and time/expense levels.
You can apply a discount to an invoice or an invoice line item when creating or editing an invoice.
When billing your clients, it is always a good idea to review your Work in Progress (WIP) to make any adjustments prior to billing.
You can print invoices in PDF and Microsoft Word formats.
The finalize function prevents changes from being made to partially and fully paid invoices.
Deleting an invoice does not delete its respective time or expense cards.
You may need to change an invoice after creating it, delivering it, or applying payment to it.
If it is a fixed fee or contingency matter, you recorded your fee.
You can view an invoice.
