Generate Invoices

You created your matters. You entered your time, or your expenses, or both.

If it is a fixed fee or contingency matter, you recorded your fee.

You are ready to invoice your clients.
Note: For a broader understanding of the billing process, see Billing Workflow.

• If you have enabled the invoice approval process under Setup > Firm Settings > Invoice Settings, you can create and approve invoices.
• If not, you can generate individual invoices from Matters and batch invoices from Billing > Invoice.

Important: Once an invoice is generated, it is considered approved by default.

Generate an Invoice

This process works best for:

• Firms dealing with contingency matters
• Firms dealing with flat fee matters
• Firms wanting to invoice a single client

From Matters (Individual Invoices)

From Matters, you can generate an invoice based on one or more time and expense cards for a single matter.

To generate an invoice:

1. From the left navigation panel, click Matters.
2. On 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 Details.
3. From the tabs on Matters Details section, click Billing.
4. From the tabs atop the Billing screen, click Invoice.
5. From the toolbar atop the Invoice screen, click Add Invoice.
6. In the upper left corner of the Add Invoice screen, the section includes fields you can modify. For additional information about these fields, see Invoice Screen Field Descriptions.
7. In the Time/Expense section, check the boxes to the left of the entries you want to include. You can also click the checked boxes to deselect entries you do not want to include, or click the pencil icon to the far right of an entry to edit it.
   
8. In the Invoice Settings section, you have many options from which to choose. For additional information about these fields, see Invoice Screen Field Descriptions.
9. If you have enabled trust auto apply and have trust funds available in the default trust bank associated with the matter, you will see a message informing you that the matter has trust funds available. Check the box if you wish to apply available trust funds.
   
10. Click Generate.
    The Invoice screen refreshes, displaying your invoice in the listing. Toward the far left of the row, the unlocked symbol is a reminder it can be edited. If you have attached files to the invoice, a paper clip icon displays on the far left of the row.

From Billing (Batch Invoicing)

From Activities, you can generate multiple invoices across multiple matters at once.

1. From the left navigation panel, click Billing.
2. From the menu options below Billing, click Invoice.
3. From the toolbar atop the Invoices screen, click Add Single Invoice or Add Bulk Invoice.
   The Add Invoice screen opens, displaying matters with unbilled time and expense entries.
4. In the left panel, you can edit any field. Review fields descriptions in Invoice Screen Field Descriptions.
5. On the far right of the Select Matters To Bill section, click the filter icon.
   The Filter panel displays.
6. In the Matter Billing Method section, select Hourly, Fixed Fee, Contingency, or all three, as applicable.
   The Select Matters To Bill listing refreshes.
7. In the upper right corner of the Filter panel, click X to close the panel.
8. In the upper left corner of the Select Matters to Bill section next to the column heading Index#, click the check mark to deselect all matters, if desired, then check the boxes to the left of the matters you want to bill:
   
9. If you have enabled the trust auto apply feature at your firm and matter level, you will be able to use the available trust funds to pay the invoice(s) in the default trust bank for the matter by checking the box beside Apply available trust funds under Invoice Payment Options.
   
10. To edit a time or expense card, if necessary:
    1. To the far right of its row, click the right arrow.
       
    2. To the far right of the card summary screen, click pencil icon.
    3. The card opens in edit mode.
    4. Make your changes.
    5. Click Save.
       You return to the card summary screen.
    6. In the upper left corner, click Back. You return to your updated Add Invoice screen.

9. In the upper right corner of the Add Invoice screen, click Generate.
   The Invoice screen refreshes, displaying your invoice in the listing. Toward the far left of the row, the unlocked symbol is a reminder it can be edited. If you have attached files to the invoice, a paper clip icon displays on the far left of the row.

Note: Once you generate your invoice, it considered approved by default. You can view, print, and email the invoice directly to your client.