Invoice Workflow in Lawcus Billing Settings helps firms streamline and manage the invoice approval process. It allows you to control how invoices, credit requests, and trust requests move through approval stages, as well as define who is responsible for reviewing and approving them before they are sent.
Access Invoice Workflow Settings
To access Invoice Workflow:
Click your Avatar.
Go to Settings.
Select Bill Settings from the left panel.
Scroll down and open Invoice Workflow.
Invoice Workflow includes two main sections: Invoice Settings and Approval Process Method.
Invoice Settings
Invoice Settings allows you to configure how invoices and requests are processed and whether approval is required before sending.
You can configure the following options:
Skip Approval Process for Invoices – Bypass the approval process for invoices.
Skip Approval Process for Credit Requests – Bypass approval for credit requests.
Skip Approval Process for Trust Requests – Bypass approval for trust requests.
Allow Edit After Approval – Allow approved invoices to be edited.
For a detailed overview of the invoice approval process and available approval options, see Invoice Approval in Lawcus.
Approval Process Method
The Approval Process Method determines who is responsible for reviewing and approving invoices. Admins and Owners can select the method that best fits their firm’s billing workflow.
Manual
The billing team manages approvals manually and can assign reviewers when generating an invoice. This provides greater control over who reviews each invoice.
Responsible Timekeeper
Invoices are automatically routed to the Responsible Timekeeper, the user assigned to oversee and manage the matter.
Originating Timekeeper
Invoices are automatically routed to the Originating Timekeeper, the user who originally created or brought in the matter.
