Send Your Invoices (Email & SMS)

You can send invoices for one matter from Matters, or invoices for several matters at once from Billing.

Send an Invoice

From Matters

1. From the left navigation panel, click Matters.
2. From the Matters screen, either double-click the matter and scroll down to its summary section.
3. From the tabs atop the Matters summary section, click Billing.
4. From the tabs atop the Billing section, Click Invoice.
   
5. From the Invoice toolbar, click the envelope icon and from the drop-down, click Send Invoice(s).
   The Send Invoice(s) screen opens.
6. In the Invoice Date Range section, use the drop-down and corresponding date fields, as desired, to enter your date range. Within the drop-down, all fields listed after Last Year permit you to edit the date field or fields, as applicable.
   
7. You can use the radio buttons to group the invoice by Invoice, Matter, or Client.
8. In the Options section use the toggle buttons:
   • • To include or not include invoice(s) previously emailed.
     • To include or not include invoice(s) previously downloaded.
9. Click the radio button to send the invoice by Email, Text Message, or Email and Text Message.
10. Check the boxes to the left of the invoices you want to email.

    Note: Click the envelope icon to the right of the invoice to get a list of Invoice Email Recipients. (To prevent the invoice from going into the recipient’s spam folder, each client party and invoice party will get a separate invoice email.)  To edit or add to the list, click Assign a Matter Billing Contact.

11. Click Advanced Settings at the bottom of the window.
12. In the Print Invoice Selection field, click the radio button to select either Current Status or Original. Click the question mark beside each field if you need clarification.
13. Either turn the toggle button on or leave off, to Include effect of Write-off amount (if any), as needed.
14. In the upper right corner, click Next.
15. If you choose to send the invoice by:
    • Email: Review the Email Invoice template language to be sure you are satisfied with it. The system will populate fields in brackets ([ ]) based on your matter’s details. For additional information, see Customize Email Templates.
    • SMS: Review the SMS Invoice(s) text. You can enter additional text or edit the existing text in the Editable Message Body area. The system will populate fields in brackets ([ ]) based on your matter’s details.
    • Email and SMS: Review the Email and SMS text language.
16. Click Send.

From Billing

1. From the left navigation panel, click Billing.
2. From the Billing menu, click Invoices.
3. From the toolbar atop the Invoices screen, click the envelope icon and from the drop-down, click Send Invoice(s).
   The Send Invoice(s) screen opens.
4. In the Invoice Date Range section, use the drop-down and corresponding date fields, as needed or desired, to enter your date range. Within the drop-down, all fields listed after Last Year permit you to edit the date field or fields, as applicable.
5. In the Show invoices grouped by section, click the radio button for Invoice, Matter, or Client, as applicable.

6. In the Options section use the toggle buttons:
   1. • To include or not include invoice(s) previously emailed.
      • To include or not include invoice(s) previously downloaded.
7. Check the boxes to the left of the invoices you want to email.

   Note: Click the envelope icon to the right of the invoice to get a list of Invoice Recipients. (To prevent the invoice from going into the recipient’s spam folder, each client party and invoice party will get a separate invoice email.) To edit or add to the list, click Assign a Matter Billing Contact.

8. Click Advanced Settings.
9. In the Print Invoice Selection field, click the radio button to select either Current Status or Original. Click the question mark beside each field if you need clarification.
10. Either turn the toggle button on or leave off, to Include effect of Write-off amount (if any), as needed.
11. In the upper right corner, click Next.
12. If you choose to send the invoice by:
    • Email: Review the Email Invoice template language to be sure you are satisfied with it. The system will populate fields in brackets ([ ]) based on your matter’s details. For additional information, see Customize Email Templates.
    • SMS: Review the SMS Invoice(s) text. You can enter additional text or edit the existing text in the Editable Message Body area. The system will populate fields in brackets ([ ]) based on your matter’s details.
    • Email and SMS: Review the Email and SMS text language.
13. Click Send.
14. The Email Invoice(s) message box displays, advising the Invoice Email has been queued for processing.
15. Click OK.