If you have emailed your invoice and need to verify to whom it was sent and when, there are several ways to do it in the system. You can verify the recipients for your invoices from the following areas: Invoice Level Communication Firm Admin From Invoice To verify your invoice email details at the invoice …
In order to generate a receipt for a transaction in Rocket Matter, you must use the document template and document assembly functions. We provide a payment receipt template, which you can locate and edit by going to Setup > Document Template > Transaction. Once you are ready to generate a receipt template for the desired transaction, follow the steps …
Before you void or delete an invoice, you must unlink any payments associated with the invoice. Locate an Invoice Invoices can be found in two areas: Billing > Invoice This window contains a list of all invoices across all of your matters. Be mindful of any applied filters. Matters > Details > Billing > Invoice This window …
When creating a new invoice, the system calculates finance charges for every previously issued, but unpaid invoice, accordingly: Due Date Including Grace Days You can add grace days to your invoice due dates in your firm settings. This date takes both into account. Overdue Amount If any prior invoice is partially paid, the finance charge …
Prior to generating an invoice, you can preview your invoice and download a sample of it, to review it and see what it looks like. To approve a draft invoice, make sure you have enabled the invoice approval settings under Setup > Firm Settings > Invoice Settings. Watch a Video Generate a Draft Invoice To …
You can send invoices for one matter from Matters, or invoices for several matters at once from Billing. Watch a Video Alert: Before sending invoices, we recommend reviewing the email invoice template under Setup > Firm Settings > Email Templates > Email Invoice. Learn more about editing email templates. Send an Invoice From Matters From …
To add fields to your invoice templates, paste the field names listed below into the templates.
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.
Our overdue invoice reminders enable you to promptly inform clients about their outstanding payments.
Efficiently monitor emailed invoices and ensure their delivery by reviewing the email history, including confirmation of download status.
You’ve sent out an invoice via email, but now you require modifications. Additionally, you’d rather your client doesn’t access it yet.
When you create or edit an invoice, the summary section’s Total Tax Applied field displays the sum of taxes.
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.
If you require eBilling at your firm, first follow the steps to Setup eBilling.
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.
The finance charge function automates finance charge calculations on unpaid invoice balances when generating a new invoice.
Before editing your invoices, take a look at our listing of available invoice and letter template fields.
Due to the extensive range of Uniform Task-Based Management System (UTBMS) codes and the preferences of many audit houses/processors that permit only specific codes, the risk of incorrect code usage is elevated. This increases the likelihood of nonconforming bills being rejected.
You can reverse a write-off if a client pays an invoice balance after your firm has written it off.
A LEDES 98BI export file is a machine readable file, based on the 1998B format but is designed to accommodate legal bills created outside of the United States.
Once you enable eBilling for a matter, you can enter your time and expenses and produce an invoice.
Before you generate an eBill, make sure to enable eBilling by following the steps in Set up eBilling.
We suggest reviewing the requirements of that particular client and ensuring you have the needed codes set up within the system.
The system generates your eBill and downloads to your preferred location.
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.
Deleting an invoice does not delete its respective time or expense cards. Instead, their status changes from Billed to Unbilled, making them available for future invoices.
You may need to change an invoice after creating it, delivering it, or applying payment to it.
From Matters, you can generate an invoice based on one or more time and expense cards for a single matter.
From the Matters screen, double-click a matter to select it or click on the three dots (kebab menu) at the end of the row and from the drop-down, click View.
