The Invoices area brings together invoice preparation and follow-up. Start with accurate matter information, time entries, rates and disbursements.
Prepare the invoice
Select the appropriate client or matter and review the work and costs available for billing. Check the billing period, descriptions, amounts, currency and invoice text before progressing.
Review and approve
Use the review and approval workflow configured for your firm. Make sure the invoice reflects the agreed billing arrangement and that any adjustments are understood before sending it.
Follow the payment
Track outstanding balances in the Debtor Overview. Review advances separately in the Advance Overview. A prepared invoice, a sent invoice and a paid invoice are different stages; check the status when reporting.
Invoice templates, exchange rates and billing defaults are maintained in Settings → Billing by authorized users.