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

image10.gif



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

image5.gif



3. Select a matter you want to create an invoice for and click Next

image8.gif



4. Edit your law firm details if needed. Whichever way, click Next

image2.gif



5. Select an invoiced time entry, input tax percentage and tax name respectively, then click Next

image13.gif



6. Make edits in the final window and once done, click Create

image19.gif


Creating Invoices from Matter


1. Go to Matters

image12.gif



2. Click on the matter you want to create an invoice for

image16.gif



3. Scroll down to the financial info section and click Create invoice

image11.gif



4. Input necessary details of the new invoice and once done, click Save

image17.gif


Creating Invoices from Invoice Tab (First Method)

1. Navigate to the Invoice side-menu

image18.gif



2. Click Billable Clients

image14.gif



3. Create your invoice by following the on-screen instructions

image15.gif


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

image9.gif

Creating Invoices from Invoice Tab (Second Method)

1. Navigate to the left Invoice sub-menu

image7.gif



2. Click New Invoice

image1.gif



3. Select a matter and client in the Company Information section

image4.gif



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

image6.gif


Note: You can choose to filter uninvoiced activities by different time range

Did this answer your question?