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Invoicing

Complete invoicing management support for CosmoLex

Overdue Invoice Reminders
Once an invoice is generated, you can use the Invoice Reminder tool to generate a list of those which are still unpaid 30, 60 or 90 days past your assigned ...
Tue, 8 May, 2018 at 5:54 AM
How to Print the Country on Invoices and Address Labels
Users can now choose if they would like to print the country value for invoices and address labels. Go to Setup page. Click the Firm Settings tab. ...
Tue, 8 May, 2018 at 6:03 AM
How to Print the State Name vs. Abbreviation on Invoices
Users have the choice to have the full state name or the state abbreviation printed on invoices. Start at the Setup page. Click the Firm Settings t...
Tue, 8 May, 2018 at 6:04 AM
How to Do Contingency Billing
Many attorneys take on Contingency cases and some do them solely. In order to set up a Contingency Matter, follow these steps: To Create the Contingenc...
Tue, 8 May, 2018 at 6:05 AM
Applying Tax to an Invoice
In some states, and with some services you can apply a tax to your client invoices. Please be aware of your local guidelines to ensure you are applying the...
Tue, 8 May, 2018 at 6:12 AM
How to Generate a Pre-Bill Report In CosmoLex
Within CosmoLex, you are able to edit your invoices after generating, so there is really no need for a pre-bill. However, if you wish to see a preview or l...
Sun, 7 Jan, 2018 at 1:30 PM
How To Mark Invoices as Final
In Cosmolex, users can mark their invoices "Final" to prevent accidental edits. If changes need to be made to the invoice, the status can be cha...
Sun, 11 Mar, 2018 at 5:46 PM
How to Apply A Discount to An Invoice
Note: Discounts are typically applied while generating (or editing) an invoice that has yet to be paid. If you are looking to waive a remaining invoice bal...
Mon, 23 Apr, 2018 at 11:21 AM
How to Add a Late Fee to an Invoice
You can add late fees to invoices for clients who have outstanding balances. To do this: Go to the matter landing page, select the matter > clic...
Tue, 8 May, 2018 at 6:18 AM
How to Add a Finance Charge to an Invoice
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 De...
Tue, 8 May, 2018 at 6:19 AM