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
Go to the
Dashboard.Locate the
Work in Progressbox and clickClick to Create Invoice.
Select the
Checkboxfor the matter you want to create an invoice & clickNext.Addall necessary details,Applyrequired Inputs, and then click onCreate.
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
Go to
Mattersfrom the left-side menu.Click on the
Matter Cardfor which you want to create an invoice.Scroll down to the
Financial Infosection on the right, and clickCreate invoice.
Select between (all) Time Entries, Expenses, or Flat Fees and click on
Create Invoicefurther.Inputall necessary details,Applyrequired inputs, and clickSave.
Creating Invoices from the Billing Tab
Navigate to
Billingfrom the left side-menu. SelectInvoices Tabif not selected.Click on the
New Invoicebutton on the right.Select the
Client,Matter,Addall the requited details,Applyrequired inputs & create your invoice by following the on-screen instructions.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.
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
Billingsection. Select and open the invoice you need.Click
More Actionsand chooseInvoice Payment Page Linkfrom the drop-down menu.Copythe link andshareit 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.