Online Invoicing

26/08/2024
Knowledge

How To

Online Invoicing allows you to summarise main events that occurred on the invoice and include links to documents and correspondence items as well as create and manage multiple Invoice Cover Letters.

Click to edit heading

The Invoice Cover Letter feature enables clients to customise their invoices' initial page (cover letter) providing your clients with a detailed and personal narrative for the relevant invoice, read more here.

Online Invoice

When you are ready to send your client their bill you can generate an invoice from within the relevant matter as usual. You can now view an invoice in preview mode to see how it will appear for your client when they receive it.

Invoice Preview

Click on Preview at the bottom left side of the Invoice screen.
The Preview Invoice screen will open in a new window.
Summarise Time & Fees: If there are no matter based activities on the invoice, you can check or uncheck the Summarise Time & Fees (Professional Fees) section.
Summarise Time & Fees Checked:

Time and fee entries will be summarised by staff member and date. The Group Items checkbox will only apply to Cost Recoveries when Summarise is selected.
Summarise Time & Fees Unchecked:

Entries are listed as individual line items. Column headings are set from Application Settings > Accounting > Invoice Layout. A maximum of 8 fields can be set.

The Group Items checkbox will group/ungroup Time and Fee entries and Cost Recoveries that are grouped on the invoice when Summarise is unchecked.

Click to edit heading

The grouping of entries will be displayed regardless whether there are AutoTime entries on the invoice or not.
You also can change the Invoice Template by clicking the icon below, before sharing the Invoice with your client.

Email Preview

Email preview gives you a sneak peek at how the client will see their invoice displayed in their email, including a link to view the full invoice online.

Click to edit heading

The invoice Balance Due will show as $0.00 until the invoice's status is set to Final - Printed/Sent.

Once the invoice has been marked as Final - Printed/Sent, the balance due will update to reflect the actual balance outstanding.

Share Online Invoice

Click to edit heading

When sharing, you will have the option to attach a PDF copy of the invoice to the email.

Securely share the Online Invoice.

Your recipient(s) can view their invoices in real-time. Entries on the invoice can be expanded for clients to request further details from the relevant lawyer.

It is easy for you to share invoices directly from your time recorded matters and unlike email, you can also revoke access at any time.

View a Bill

Your client will see the following invoice details you shared:

Summary Report with links to relevant documents shared
Invoice Number
Invoice Date and Due Date
Professional Fees Summary
Invoice Balance

Viewing Invoice

The client can view the invoice details.

Download Statement of Account

At any time, shared recipient(s) will have access to download the invoice by clicking Download Statement.

Last Modified Date

26/08/2024 1:17 pm

Title

Online Invoicing

URL Name

Interactive-Invoicing-NZ

Resolution