An invoice turns recorded work into a bill. You choose who it goes to, list what you are charging for, and send it, all from one screen.
Start a new invoice
Open Invoices from the sidebar and create a new one. Pick the client, and if the work belongs to a matter or project, tie the invoice to it so it shows up in that matter's billing history. Set the invoice date and a due date so the payment terms are clear from the start.
Add what you are charging for
Each line is one item: a description, a quantity, and a rate. You can add lines by hand, or pull in items you have already saved so common charges are one click. If you have been tracking time or logging expenses against the matter, you can bring those unbilled entries straight onto the invoice instead of retyping them.
- Add your lines. Type a description, quantity, and rate for each charge, or select a saved item.
- Apply tax. Choose the tax that applies to each line. The invoice totals it for you and shows tax separately.
- Add a discount if needed. Apply it before or after tax, as a percentage or a fixed amount.
- Check the total. The running total, tax, and amount due update as you go.
Save as draft or send
Save the invoice as a draft while you are still working on it. A draft is not counted as owing and is not visible to the client. When it is ready, mark it as sent, or send it by email straight from the invoice. The client receives a copy and, depending on your firm's settings, a link to view and pay it in the Client portal.
An invoice number is assigned when you save. Drafts keep their number, so what you review is what the client sees.
Recurring invoices
For a retainer arrangement or a flat monthly fee, set the invoice to recur. Choose how often it repeats and when it should stop, and a fresh invoice is raised on that schedule without you starting from scratch each time.
After it is sent
The invoice status moves on its own as things happen: it shows as unpaid until a payment lands, partially paid when some has been paid, paid in full when it clears, and overdue once the due date passes with a balance still owing. You can resend it, download a PDF, or open it any time to see exactly what has been paid and what remains.
Tie every invoice to its matter. It keeps the matter's billing history complete and makes it easy to see, at a glance, what a file has earned and what is still outstanding.