Lawyer Finance Help Center

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Create a New Invoice


1. From your dashboard select Finance on the sidebar
2. Click on Create an Invoice.

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3. Click on Add a Client in the Billed To section and Enter the Client details. You can also select a client from your existing contact.

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4. Now enter the Date of Issue and the Due Date.
5. You can also optionally select the case or matter related to this Invoice.

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6. Click on Add Expense to enter an expense and click Add Payment to enter payments made if any.

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7. To also add a discount or tax by clicking on Add a Discount or Tax at the bottom of the invoice
8. Click on Save to save the Invoice

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Print or Download a Saved Invoice


1. From your dashboard select Finance on the sidebar.

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2. Find the invoice you want to print/download and click on view corresponding to that invoice.
3. Click on the Download PDF button.

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4. Now you can choose Save to PDF to download the invoice on your computer or choose a printer to print the invoice.

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Add An Expense to an Existing Invoice


1. From your dashboard select Finance on the sidebar.

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2. Find the invoice you want to add an expense and click on view corresponding to that invoice.
3. Click on Add Expense

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4. Fill in the date, Amount, and Description and click on add.
5. The Expense will be added successfully and the total and amount due will be adjusted accordingly.

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Add A Payment to an Existing Invoice


1. From your dashboard select Finance on the sidebar.

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2. Find the invoice you want to add a payment to click on view corresponding to that invoice.
3. Click on Add Payment

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4. Fill in the date, Description, Amount, and payment type and click on add.
5. The Payment will be added successfully and the total and amount due will be adjusted accordingly.

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