Creating or adding a new invoice on Lawcus is as easy was the word go. From various places on Lawcus, you can add new invoices by selecting invoice templates, adding time and expense entries, including tax and discounts, among other invoicing actions.
On Lawcus, we’ve made invoice creation an extremely easy-to-do process by making it possible to kickstart the process from several places. Here are the three different manners of creating an invoice.
Creating Invoices from Work in Progress window on dashboard
1. Go to Dashboard
2. Locate the Work in Progress box and click Click to Create Invoice
3. Select a matter you want to create an invoice for and click Next
4. Edit your law firm details if needed. Whichever way, click Next
5. Select an invoiced time entry, input tax percentage and tax name respectively, then click Next
6. Make edits in the final window and once done, click Create
Creating Invoices from Matter
1. Go to Matters
2. Click on the matter you want to create an invoice for
3. Scroll down to the financial info section and click Create invoice
4. Input necessary details of the new invoice and once done, click Save
Creating Invoices from Invoice Tab (First Method)
1. Navigate to the Invoice side-menu
2. Click Billable Clients
3. Create your invoice by following the on-screen instructions
Note: You can filter clients that would be invoiced based on metrics such as date, matter, responsible attorney, etc.
After filtering, you can bulk-select the matters that qualify to batch create invoices simultaneously
Creating Invoices from Invoice Tab (Second Method)
1. Navigate to the left Invoice sub-menu
2. Click New Invoice
3. Select a matter and client in the Company Information section
4. Locate and click the Add uninvoiced activity for (the selected matter) - should there be an matter activity for which you haven't billed the client, and/or add expense, time entry, or flat fees by clicking the applicable section
Note: You can choose to filter uninvoiced activities by different time range