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How to Create an Invoice in Lawcus?

A step-by-step guide on creating invoices or bills on Lawcus and streamlining invoicing processes.

Harsimran Singh avatar
Written by Harsimran Singh
Updated in the last hour

Creating invoices on Lawcus is a breeze with various options available to you. You can choose from several places to initiate the process, select invoice templates, add time and expense entries, apply tax and discounts, and perform other invoicing actions. Let's take a look at different ways to create an invoice on Lawcus.

Creating Invoices from the Work-in-Progress window on Dashboard

  1. Go to the Dashboard.

  2. Locate the Work in Progress box and click Click to Create Invoice.

  3. Select the Checkbox for the matter you want to create an invoice & click Next.

  4. Add all necessary details, Apply required Inputs, and then click on Create.

Note: You can filter your required un-invoiced information based on Client, Matter, Date, Billing Type, Practice Area, Matter Tags, Billing Attorney, Responsible Attorney, Originating Attorney, etc.

Creating Invoices from Matter

  1. Go to Matters from the left-side menu.

  2. Click on the Matter Card for which you want to create an invoice.

  3. Scroll down to the Financial Info section on the right, and click Create invoice.

  4. Select between (all) Time Entries, Expenses, or Flat Fees and click on Create Invoice further.

  5. Input all necessary details, Apply required inputs, and click Save.​

Creating Invoices from the Billing Tab

  1. Navigate to Billing from the left side-menu. Select Invoices Tab if not selected.

  2. Click on the New Invoice button on the right.

  3. Select the Client, Matter, Add all the requited details, Apply required inputs & create your invoice by following the on-screen instructions.

  4. Finally, click on Save.

Note: Once you select a Client and Matter, you will see the option 'Add uninvoiced activity for 'Matter Name.' Click on it to add all uninvoiced items directly.

In case, you don't have any uninvoiced activity, click on +Add button under Flat Fees, Time Entries, & Expense Entries to add an entry and bill client directly.

Create Bulk Invoices in Lawcus

Bulk invoicing in Lawcus allows you to efficiently generate multiple invoices for billing multiple clients at the end of your law firm's billing cycle. This feature simplifies the process of filtering unbilled activities and creating bulk invoices that can be sent to the respective clients.

Follow the steps below to create bulk invoices effortlessly:

  1. Follow the Work-in-Progress window on the Dashboard, & click on Click to Create Invoice OR go to the Billing section, click on the Dropdown option next to New Invoice, and select Billable Clients.

  2. In the list of matters, locate & Select the Checkbox for each matter you want to include in the bulk invoices. Alternatively, you can select the first checkbox to select all matters automatically.

  3. You can Filter your required un-invoiced information based on Client, Matter, Date, Billing Type, Practice Area, Matter Tags, Billing Attorney, Responsible Attorney, Originating Attorney, etc.

  4. Once you have made your selections, please click on the Next button.

  5. It will show you the Number of Invoices generated. At this stage, you can also Apply Funds, Add Notes, Apply Taxes, select Templates, select a Currency, and select the Detail Level.

  6. Finally, click on the Create button to bulk-create the invoices.

Bulk Invoicing Note: It is to be noted that all specifications you apply on Step 5 will be applied to all invoices you are generating in this process.

Note: All invoices created in Lawcus will have a QR code for the payment. The clients can quickly navigate to the payment page by scanning the QR code from any device for ease of payment.

FAQ Section

FAQ1: Where Do I Find Invoice Payment Links for Clients?

Answer: You can find the payment link for each invoice within the invoice's interface. Follow the steps below to easily share the invoice with clients via SMS or email, enabling quick payment.

  • Navigate to the Billing section. Select and open the invoice you need.

  • Click More Actions and choose Invoice Payment Page Link from the drop-down menu. Copy the link and share it with your client.

FAQ2: Do the invoices generated include clickable payment links?

Answer: Yes, our invoices generated through Lawcus include clickable payment links for convenient and quick payments.

FAQ3: Where do I add an online payment link for invoices?

Answer: You don't need to add an invoice link manually. It is added automatically when you send the invoice to your client.

FAQ4: Can a client directly make partial online payments after receiving an invoice?

Answer: Yes, Users can enter the payment amount by clicking on the editable field in the payment interface.

FAQ5: I’m unable to save an invoice even though everything seems set up. What should I do?

Answer: This may happen if the Country field is missing in the Company Information section. Ensure your firm’s complete address is added in Lawcus under Settings > Firm Settings > Company Info or directly in the invoice, as all fields in Company Information are mandatory.

FAQ6: I applied available funds to an invoice, but it's not showing. What should I do?

Answer: Please wait until saving the invoice. Once saved, the applied funds will be immediately reflected.

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