Invoice Management

Overview

The Invoices page allows you to create and manage all financial invoices issued to clients. Each invoice moves through a defined status workflow and can be linked to a specific case for accurate matter-based billing.

Invoices Table

The main table lists all invoices with the following columns:

• Invoice # — Auto-generated sequential number (e.g., INV-2025-0042).
• Client — The billed client's name.
• Amount — Total invoice value after tax and discount.
• Status — One of: Draft, Sent, Paid, Partially Paid, Overdue, Cancelled.
• Issue Date — Date the invoice was created.
• Due Date — Payment deadline.
• Actions — View, Edit, Send, Record Payment, Download PDF, Cancel.

Creating an Invoice

1. Click New Invoice in the top-right corner.
2. Select the Client from the searchable dropdown — type a few letters to filter the list.
3. Optionally link a Case to associate the invoice with a specific matter.
4. Add line items in the Items Table: enter a description, quantity, and unit price. The row total is calculated automatically.
5. Set the Tax Rate (percentage) and any Discount (fixed or percentage). The system calculates subtotal, tax amount, discount, and grand total.
6. Add optional Notes (e.g., payment instructions) and set the Due Date.
7. Click Save as Draft to store the invoice without sending, or Save and Send to mark it as sent immediately.

Status Workflow

Invoices follow this progression: Draft → Sent → Paid. A partially paid invoice moves to Partially Paid until the remaining balance is settled. An invoice past its due date is automatically flagged as Overdue.

Recording a Payment Against an Invoice

Click Record Payment on any sent invoice, enter the amount received and payment date, and the system will update the invoice status automatically.

PDF Download

Click the Download PDF action to generate a professionally formatted invoice document bearing the firm's name and logo, ready to share with the client.