Invoices with context
Prepare line items from reviewed billing sources and fee arrangements. Check the client, matter, currency and descriptions before issue.
Invoices
Make the invoice a clear account of the engagement. Bring the client, matter, line items and payment terms together, then follow the bill from preparation to collection.
Firm-controlled presentation
Use configured invoice identity, numbering and templates, with payment terms and recipient details carried on the record.
Payment and adjustment history
Track payments, credits and other supported adjustments as financial events, with the invoice available for later review.
In daily practice
- 01
Prepare the draft
Choose the client and matter, assemble the line items and review the fee calculation.
- 02
Issue through configured delivery
Confirm the recipient, invoice details and the firm's delivery setup before sending.
- 03
Follow the balance
Record payments and adjustments, then review outstanding invoices for follow-up.
Before you begin
Online payment depends on the firm's configured payment connection and the invoice's supported currency and status.
No. Draft preparation and invoice issue are separate steps. Confirm the content and delivery details before sending.
Keep the context