Note how this invoice was created as a draft. You can also view the invoice by clicking on the matter's Billing tab. The invoice will then be visible on the Invoices page, or on that particular matter's activity timeline, as shown below. Once you have created any adjustments and finished making all of your other selections, then click the Save button on the bottom left. When adding an adjustment, you will have the option to apply it to the sub-total in its entirety, or apply it to just the time entries or expenses. This would be used to charge for Interest or Tax, or to add a discount. You also have the option to create an adjustment for this invoice. Once you have deleted one, you will find it in the section labelled Available Entries, also highlighted below. To remove one, click the Delete button, highlighted below. By default, all uninvoiced time entries and expenses will be included on the invoice. When looking at the various Time Entries and Expenses for this matter, you also have the option to manually remove any entries or expenses that you do not wish to include on this invoice. Note: this function requires a Gravity Legal account. Statement of Accounts: This will include a summary of previous invoices for this contact.Įnable Online Payment: Check this box to collect payment via online payment.
INVOICE TO GO FREE
Note: Optional, feel free to type a note to be included with this invoice.īalance Forward: Selecting this option will include any unpaid balance from previous invoices for this contact, and add it on to this new invoice. Any entries that are not within the selected date range will be removed from the invoice.
INVOICE TO GO UPDATE
Update Time Entries by Date Range: If you only wish to include time entries and expenses from a certain time period, select that here. Target Bank Account: Select whether the payment for this invoice should go into your Trust or Operating Account.
This is extremely useful for recording revenue from a past invoice without the client needing to receive a duplicative invoice. You can then update the status of the invoice to reflect it as paid. This will create the invoice, but not send it. You can also create an invoice to log a payment that has already been received offline, without actually sending that invoice to the client. If other circumstances apply, then you will select the status accordingly. Invoice Status: If you are planning to create an invoice to be sent to a client then this will most often be selected as Draft. Invoice Number: This number will be automatically generated in sequential order from your previous invoices.
You can also select matters from multiple contacts if you wish to create a batch of invoices. In the example shown below the contact only has one matter, but if they had multiple you would have the option to select which of their matters you wish to create an invoice for. Once you locate the contact you wish to invoice, you will see any and all of their matters listed below their name.
To begin the process, click the Create New Invoice button shown at the top right in the image above.Īfter you click this button, you will be taken to a page showing all matters that have invoiceable time and/or expenses. You will always begin the process of invoicing by creating an invoice draft, you will then send that invoice once you are ready. Notice the status of the invoice, shown on the left side of the page, as well as the action icons shown on the far right. Once you arrive on the Invoices page you will see a list of all of the firm's invoices to date. To begin creating an invoice, hover your mouse on the Billing tab at the top of your Lawmatics page and then select Invoices. Perhaps the most important part of logging your firm's time and expenses is actually invoicing matters for these items.
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