Build invoices from approved time, expenses, fee milestones, or the governing non-hourly fee arrangement. Review client and matter, billing period, currency, taxes, line descriptions, discounts, prior credits, and payment terms.
The invoice should explain the fee without exposing internal notes or irrelevant operational detail.
Confirm invoice identity and numbering in Settings, email delivery readiness, and the client recipient. Issue only after the internal review required by the firm's permissions and workflow.
Online payment availability depends on the firm's payment connection and the invoice's supported currency and status.
Record payments, refunds, credits, and write-downs as their own financial events rather than rewriting a historical billed amount. Use receivables views and reminders to manage collection.
Client money and operating payments follow different controls; never treat trust funds as ordinary revenue.