Billing & Accounting

Everything you need to know about generating invoices, billing, and managing your financial information

46 articles in this collection
Written by Harsimran Singh, Maninder Kaur, and Devanshi Kackar

How to Create Invoice Email Templates

Written by Maninder Kaur
Updated over a week ago

How to add a total discount on an invoice

Written by Maninder Kaur
Updated over a week ago

How to Localize an Invoice

Written by Maninder Kaur
Updated over a week ago

How to stop a timer

Written by Harsimran Singh
Updated over a week ago

How to start a timer

Written by Harsimran Singh
Updated over a week ago

How to add a new time entry

Written by Harsimran Singh
Updated over a week ago

Accounting

Video: QuickBooks Online integration with Lawcus

Written by Maninder Kaur
Updated over a week ago

How to Add or Edit Bank Accounts

Written by Harsimran Singh
Updated over a week ago

How to Setup Quickbooks Online Integration

Written by Harsimran Singh
Updated over a week ago

Billing

How to add flat or fixed fees

Written by Maninder Kaur
Updated over a week ago

How to send invoices to related contacts

Written by Devanshi Kackar
Updated over a week ago

How to add in-line item discount on invoices

Written by Maninder Kaur
Updated over a week ago

How to set custom billing rates for users assigned to a matter

Written by Maninder Kaur
Updated over a week ago

How to mark an invoice as paid

Written by Maninder Kaur
Updated over a week ago

How to add discount after tax calculation on invoice

Written by Maninder Kaur
Updated over a week ago

How to add tax after discount in invoice preparation

Written by Maninder Kaur
Updated over a week ago

How to remove discount from a saved invoice

Written by Maninder Kaur
Updated over a week ago

How to create tax in tax settings

Tax settings - primary and secondary tax

Written by Devanshi Kackar
Updated over a week ago

How to enable UTBMS codes

Written by Maninder Kaur
Updated over a week ago

How to create bulk invoices

Written by Maninder Kaur
Updated over a week ago

How to create time entries using UTBMS codes

Written by Maninder Kaur
Updated over a week ago

How to create expense entries using UTBMS codes

Written by Maninder Kaur
Updated over a week ago

How to download an invoice in the LEDES 1998B format

LEDES format invoice

Written by Maninder Kaur
Updated over a week ago

Customize Hourly Rate Per Time Entry

Customize Hourly Rate Per Time Entry

Written by Maninder Kaur
Updated over a week ago

How to Set Default Hourly Rate

Written by Maninder Kaur
Updated over a week ago

What are the UTBMS billing codes available on Lawcus?

Written by Maninder Kaur
Updated over a week ago

How to Setup Automated Invoice Reminder

Invoice Reminder

Written by Maninder Kaur
Updated over a week ago

How to add trust funds to invoices

Add client trust funds to invoices in a breeze

Written by Maninder Kaur
Updated over a week ago

How to add a new expense

Written by Maninder Kaur
Updated over a week ago

How to create trust requests

Written by Harsimran Singh
Updated over a week ago

How to add Trust payments

Written by Harsimran Singh
Updated over a week ago

How to create a credit request

Written by Harsimran Singh
Updated over a week ago

How to add Retainers

Written by Harsimran Singh
Updated over a week ago

Flat Rate Billing Workflow

Written by Harsimran Singh
Updated over a week ago

How to apply Trust balance on an invoice

Written by Harsimran Singh
Updated over a week ago

How to Mark multiple Invoices as sent?

Written by Harsimran Singh
Updated over a week ago

How to delete multiple Invoices?

Written by Harsimran Singh
Updated over a week ago

How to apply Retainers on an invoice

Written by Harsimran Singh
Updated over a week ago

How to add payments to an invoice

Written by Harsimran Singh
Updated over a week ago

How to create an invoice

Creating invoice

Written by Harsimran Singh
Updated over a week ago

How to send an invoice

Written by Harsimran Singh
Updated over a week ago

How to bulk email invoices

Written by Harsimran Singh
Updated over a week ago

How to create custom invoice templates

Creating a customized and re-useable invoice template

Written by Maninder Kaur
Updated over a week ago

How to mark invoices as sent

Written by Harsimran Singh
Updated over a week ago

How to print/download multiple Invoices?

Written by Harsimran Singh
Updated over a week ago

How to duplicate to customize an existing invoice template

Written by Maninder Kaur
Updated over a week ago