There are times where you may need to add a finance charge onto an invoice.

To do this:

  • Go to the Matters Page > select the matter > Click Details

  • On the Matter details page, click the invoice tab > Click Edit

  • This will take you to the Edit Invoice screen for the Matter. On the bottom right-hand side of the screen, you will see a box for Finance Charges. This is where you will add the Finance Charge to the Invoice.

  • Add the Finance Charge to this field and it will be added to the Total Invoice Amount. When you are ready to create the Invoice, click Generate on the upper right-hand side. 

  • This will generate your invoice with the Finance Charge applied to it.