Invoices serve as formal records of billable services and products provided to a client. The system allows you to create, preview, and manage invoices efficiently, ensuring accurate billing and financial tracking. You can generate invoices by adding line items manually or by applying unbilled charges already recorded in the case file. Additionally, invoices can be downloaded, printed, and sent via email directly within the system.
Create and Preview an Invoice
- Go to Case Files.
- Select a case file.
- Navigate to Billing > Transactions.
- Click + New transaction > Create invoice.
- Ensure the correct From and Bill to details are selected.
- Click + Add line item.
Tip: If there are unbilled charges, a notification will appear below the billing address. To add these charges to the invoice:
1. Click Preview and apply.
2. Select the charges you want to invoice.
3. Click Apply. - Ensure the correct Service date is selected.
- Select an Item and verify that the item description, rate, quantity, measure, and tax code appear as expected.
- (Optional) Select a Service provider.
- To add more billing items, click + Add line item and repeat steps 7–9.
- Click Save.
- To download or print the invoice, click the Download & print button at the top-right.
- Click Close to return to the transactions list.
Edit an Invoice
- Go to Case Files.
- Select a case file.
- Navigate to Billing > Transactions.
- Click Options > Edit next to the invoice you want to edit.
- Make the necessary changes, then click Save.
Delete an Invoice
- Go to Case Files.
- Select a case file.
- Navigate to Billing > Transactions.
- Click Options > Delete next to the invoice you want to remove.
- Click Delete again to confirm.
Print an Account Summary
An Account Summary gives you an overview of a client’s billing activity.
- Go to the client’s Case File.
- Navigate to Billing > Transactions.
- If needed, use the Filter option to display the transactions you want to include.
- Click the Print icon.
- Print or save the Account Summary as needed.
Filter Transactions
Filter the Transactions list to quickly find invoices or payments for a specific period.
- Go to Case Files.
- Select a case file.
- Navigate to Billing > Transactions.
- Click the Filter icon.
- Select the date range you want to view.
- Select the Transaction type:
- Invoices
- Payments
- Click Apply.
The Transactions list now displays only the transactions that match your filters.