Billing & Accounting

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

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

How to add flat or fixed fees

Maninder Kaur avatar
Written by Maninder Kaur
Updated over a week ago

How to send invoices to related contacts

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Written by Devanshi Kackar
Updated over a week ago

How to add in-line item discount on invoices

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Written by Maninder Kaur
Updated over a week ago

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

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Written by Maninder Kaur
Updated over a week ago

How to mark an invoice as paid

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Written by Maninder Kaur
Updated over a week ago

How to add discount after tax calculation on invoice

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Written by Maninder Kaur
Updated over a week ago

How to add tax after discount in invoice preparation

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Written by Maninder Kaur
Updated over a week ago

How to remove discount from a saved invoice

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Written by Maninder Kaur
Updated over a week ago

How to create tax in tax settings

Tax settings - primary and secondary tax
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Written by Devanshi Kackar
Updated over a week ago

How to enable UTBMS codes

UTBMS codes
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Written by Maninder Kaur
Updated over a week ago

How to create bulk invoices

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Written by Maninder Kaur
Updated over a week ago

How to create time entries using UTBMS codes

Time entries
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Written by Maninder Kaur
Updated over a week ago

How to create expense entries using UTBMS codes

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Written by Maninder Kaur
Updated over a week ago

How to download an invoice in the LEDES 1998B format

LEDES format invoice
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Written by Maninder Kaur
Updated over a week ago

Customize Hourly Rate Per Time Entry

Customize Hourly Rate Per Time Entry
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Written by Maninder Kaur
Updated over a week ago

How to Set Default Hourly Rate

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Written by Maninder Kaur
Updated over a week ago

What are the UTBMS billing codes available on Lawcus?

UTBMS codes
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Written by Maninder Kaur
Updated over a week ago

How to Setup Automated Invoice Reminder

Invoice Reminder
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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
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Written by Maninder Kaur
Updated over a week ago

How to add a new expense

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Written by Maninder Kaur
Updated over a week ago

How to create trust requests

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Written by Harsimran Singh
Updated over a week ago

How to add Trust payments

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Written by Harsimran Singh
Updated over a week ago

How to create a credit request

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Written by Harsimran Singh
Updated over a week ago

How to add Retainers

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Written by Harsimran Singh
Updated over a week ago

Flat Rate Billing Workflow

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Written by Harsimran Singh
Updated over a week ago

How to apply Trust balance on an invoice

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Written by Harsimran Singh
Updated over a week ago

How to Mark multiple Invoices as sent?

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Written by Harsimran Singh
Updated over a week ago

How to delete multiple Invoices?

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Written by Harsimran Singh
Updated over a week ago

How to apply Retainers on an invoice

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Written by Harsimran Singh
Updated over a week ago

How to add payments to an invoice

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Written by Harsimran Singh
Updated over a week ago

How to create an invoice

Creating invoice
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Written by Harsimran Singh
Updated over a week ago

How to send an invoice

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Written by Harsimran Singh
Updated over a week ago

How to bulk email invoices

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Written by Harsimran Singh
Updated over a week ago

How to create custom invoice templates

Creating a customized and re-useable invoice template
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Written by Maninder Kaur
Updated over a week ago

How to mark invoices as sent

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Written by Harsimran Singh
Updated over a week ago

How to print/download multiple Invoices?

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Written by Harsimran Singh
Updated over a week ago

How to duplicate to customize an existing invoice template

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Written by Maninder Kaur
Updated over a week ago