With Lawcus, sending invoices to your clients has never been easier. Utilize the speed and convenience of emails to deliver PDF invoices, complete with payment links, ensuring a seamless payment process for your legal services.
Method 01: Steps to Send an Invoice by Email
Go to the
Billingsection from the sidebar menu.Openthe invoice you wish to send byClickingon theInvoice Number.Click
More Actionson the top and chooseSend by Emailfrom the dropdown list.Customize the email content (if required), or you may use templates and hit
Send.
Note: You must integrate your emails with Lawcus to send invoices via email. Without the integration, sending invoices via email is impossible.
Note: You can also directly access invoices from the Matters, Leads, or Contacts page, use the More Actions button, and select the Send by Email option from the dropdown to send the invoice.
Method 02: Steps to Send an Invoice by Email
Go to the
Billingsection from the sidebar menu.Select
Checkboxthe invoice you wish to send via email.Click on
Bulk Actionson the top, and selectSend by Emailfrom the dropdown list.Customize the email (if required), or you may use the template and hit
Send.
Note: You can send multiple invoices in bulk at the same time by selecting the checkbox for multiple invoices under method 2.
Sending Invoice to Multiple Recipients
It is worth noting that in order to send an invoice to multiple recipients, you must add all the recipients as related contacts, for that matter, or leads. While adding the contact as Related Contact, you can select the checkbox that says Bill Recipient to add them to the Recipient list automatically. Otherwise, you can also manually add other associated contacts. Please remember that you must add all the recipients as related contacts.
Follow the same process as
Method 01, orMethod 02.Once you click on
Send by Email, you will see allRelated Contactsadded asBill Recipientswill automatically be added to theTofield.
Related Contacts not selected as
Bill Recipientswhile adding them to the matter or lead still appear under theAdd: <Related Contact>field. You can opt to add them manually.Finally, customize the email (if required), or you may use the template and hit
Send.
If you want to send the same invoice to all the recipients in separate emails for each recipient, please select the Checkbox which says Check to send each invoice recipient a separate email with the same invoice. Otherwise, all recipients will receive the invoice in one email.
Sending Multiple Invoices to Multiple Recipients
Follow the process as outlined in
Method 02.Once you click on
Send by Email, the email page will appear. Note that there are noTofield here.Select the
CheckboxcontainingCheck to send each invoice recipient a separate email with their respective invoice. Otherwise, each invoice will be sent to the respective recipients in one email.if required.
Finally, customize the email (if required), or you may use the template and hit
Send.
Note: When sending multiple invoices to multiple recipients, Related Contacts not designated as Bill Recipients will not be added as recipients automatically, and you will not have the option to add them manually.
FAQ Section
FAQ1: Is there an option to send an invoice or request trust funds from the mobile app?
Answer: We don't have this functionality at the moment.
FAQ2: What can I do if I'm having trouble sending an invoice via email?
Answer: If you can't send an invoice, first check your internet connection to ensure it's stable. The issue may also be caused by a recent password change or an expired email access token after being connected to Lawcus for more than a year. Lastly, verify your email integration under Settings > Apps and Integrations > Email and Calendar Integrations to ensure everything is set up correctly.