INVOICES | How to create an invoice

Add an invoice inside a specific matter or directly from the Invoices tab.

Matters tab

1. Go to the Matters tab and search for the specific Matter using the filter field. Click the Matter name to open the existing matter.

Note: If you do not have a matter yet, click the Add matter button to set up your matter.

2. Go to the Invoices tab. Click the Add Invoice button, choose Regular

3. The task and disbursement entries are pre-selected so you may deselect the items that you wish to bill later. You need at least one task or one disbursement to create an Invoice.

4. You may add a discount to the invoice by ticking the box beside the word "Discount". Choose a type of discount.

5. Select an Invoice template. You may deselect to download the template later.

6. Click the Save button.

Invoices tab

1. On the Invoices tab, click the Add Invoice button and select Regular.

2. The list of Matters with un-billed work will appear. Select a matter and click the Save button

3. The task and disbursement entries are pre-selected so you may deselect the items that you wish to bill later. You need at least one task or one disbursement to create an Invoice.

4. You may add a discount to the invoice by ticking the box beside the word "Discount". Choose a type of discount.

5. Select an Invoice template. You may deselect to download the template later.

6. Click the Save button.