Manage Invoices

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.

Automatic invoice sending allows you to email invoices to clients the moment they are generated or approved, without any manual action. You can enable this at the firm level, control it per matter, and every sent email is logged for a full audit trail.

Automatic invoice reminders allow you to send follow-up emails to clients with unpaid invoices on a set schedule — no manual action required. Enable it at the firm level, control it per matter, and every reminder email is logged for a full audit trail.

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

To add fields to your invoice templates, paste the field names listed below into the templates.

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.

Our overdue invoice reminders enable you to promptly inform clients about their outstanding payments. It's important to note that invoice reminders can only be sent for Active Matters. You can send invoice reminders from either a specific matter or directly from the Matters page.

Instead of itemizing soft cost charges to clients, you can include an overhead charge on your invoices to cover these costs. Overhead charges can be implemented at the firm, matter, or invoice level.

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. Utilizing the Change/Write-off Invoice function preserves the original invoice entry while generating a new record that reflects the adjustments you've made.

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 below.

Before you void or delete an invoice, you must unlink any payments associated with the invoice.

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. The solution? Invalidate the download link for invoices that haven't been accessed.

When you create or edit an invoice, the summary section's Total Tax Applied field displays the sum of taxes.

If you require eBilling at your firm, first follow the steps to Setup eBilling. This includes the one-time firm setup as well as the matter-level setup.

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, or on daily outstanding balances.

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.

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.

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.

A LEDES 2000 output file contains the information from a conventional invoice translated into a standardized machine readable format referred to as Extensible Markup Language, or XML. For more information, please refer to the ledes.org website.

Once you enable eBilling for a matter, you can enter your time and expenses and produce an invoice.

A LEDES 2.0 output file contains the information from a conventional invoice translated into a standardized machine readable format referred to as Extensible Markup Language, or XML.

A LEDES 1998B export file is a machine readable file constructed specifically as an input to eBilling processors.

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 download invoices in PDF and Microsoft Word formats.

Though you can always edit an invoice after you generate it, you can also delete it.

You may need to change an invoice after creating it, delivering it, or applying payment to it.

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
• Communication
• Firm Admin