Bulk Billing in Lawcus allows users to quickly generate invoices for multiple billable matters or leads at the same time, directly from the Dashboard. This feature helps save time, reduce manual work, and streamline the billing process for firms managing a high volume of matters.
Bulk Billing in Lawcus
There are two ways to create bulk invoices for billable clients in Lawcus. Both options are listed below for your convenience.
Method 1: From the Dashboard
Go to the
Dashboardin Lawcus.On the right-hand side, locate the
Work in Progresscolumn.Select the matters or leads you want to create invoices for.
Click
Next.Review and update the invoice details, including:
Invoice date
Due date
Notes
Display options and toggles for invoice information
Click
Create.
The invoices will be generated successfully. You can then open each invoice individually to review, edit, or send it to the client.
Method 2: From the Billing Section
Go to
Billingfrom the left panel.Open the
Invoicestab.Click the dropdown arrow next to
New Invoice(on the right side).Select
Billable Clients.Select the matters or leads you want to invoice.
Click
Next.Review and update the invoice details, including:
Invoice date
Due date
Notes
Display options and toggles
Click
Createto generate the invoices.
You can then review each invoice individually to make further edits or send it to the client.
Note: Bulk Billing helps save time by allowing users to create multiple invoices at once, reducing manual effort and improving billing efficiency.