Sharing Online Invoices

23/11/2023
Knowledge

How To

Your client(s) can view their invoices in real-time and pay outstanding invoices.

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.

Desktop
iOS
iPad
Android

Viewing an Invoice Email

When the Online Invoice is shared with your client, they will receive an email and see the following invoice details you shared in LawConnect:

Total Balance Due
This Invoice
Less amount received
Other outstanding invoices
Interest charges
Less funds held in trust
Less credits

If the debtor has no outstanding invoices, they will have the option to select ‘view this invoice’.

If the debtor has outstanding invoices, they will have the option to select ‘view this invoice and other outstanding balances’.

Viewing an Invoice

Your client can view the invoice details via LawConnect.

When your client views their Online Invoice with LawConnect, they will see the following in the invoice panel if relevant to the invoice:

Total Balance Due (as at date)
This invoice
Other outstanding invoices

The debtor can drop down to view the following additional balance details:

Outstanding Invoices:

- All invoices … (which are hyperlinked to view and pay)
- Interest charges
- Less trust
- Less credits
- Total

If the Invoice shared is a Split Invoice, your client will see the total amount displayed as “Your Total Amount” instead of “Balance Due”.

Request Further Information

Your client can request further details on this invoice.

Each entry on an invoice will display the Request Further Information button for that time entry.

LawConnect App

A notification will be added when a response has been received. - “You’ve received a response for Invoice InvoiceNo from AssignedToStaffId.”
The Invoice will again show up in the recent list.
Clicking the notification/item on the recent list should load the invoice with the time entry with reply expanded.

Email Notifications

An email notification to the client will be sent once a reply from the staff has been sent.
"Requested further information about your invoice is now available. Please view invoice to read the response.”
Clicking the link on the email should load the invoice with the time entry with response expanded

Download Statement of Account

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

Further Information Requests

The purpose of the Further Information Requests window is to view and respond to all invoice requests from one place.

To access the Further Information Requests window:

1. LEAP Menu

2. Accounting > General > Further Information Requests

The Further Information Requests window will open displaying a list of all the time entry queries for your firm. The time entry queries will be grouped by Invoice.

Invoice & Matter - This includes invoice date, invoice number, matter number, client name, and matter type.

Time Entry - Requests are grouped by invoice and each invoice should display the time entry request for the relevant staff member.

Due - Number of days the relevant staff member must respond to the request.

Date Requested - The date the recipient of the invoice requested further information on time entries.

Requested By - Full name of the recipient of the invoice that requested further information on time entries.

Assigned To - Blue avatar means the person assigned to send final response. Grey avatar means person assigned to respond to the relevant time entry request.

Comment icon - The comment icon will be displayed if the Response field contains any text.

Once the response is finalised the recipient will receive an email notification. When the invoice is accessed via LawConnect the response will be displayed against the corresponding time entry.

You can select the ellipsis next to Provide Further Information For and choose the following:

Provide Further Information For All: Allows you to send a response to all Request Further Information Items for the Invoice.
Itemise All Activities For All Staff: Allows you to share itemised activities for All Staff.

You can select the ellipsis next to the specific request and ‘Assign To’ another staff member to respond to the request.

If you enter text into a response, but do not send, in the list view the request will be given a ‘Draft’ label.

LEAP iPhone App

To view a shared Online Invoice, simply navigate to the relevant Matter from your iPhone and tap the shared email. You will then be able to view the shared invoice.

If the debtor has no outstanding invoices, they will have the option to select ‘view this invoice’.

If the debtor has outstanding invoices, they will have the option to select ‘view this invoice and other outstanding balances’.

LawConnect App

When your client views their Online Invoice through the LawConnect App, they will see the following if relevant to the invoice:

Total Balance Due (as at date)
This invoice
Other outstanding invoices

The debtor can drop down to view the following additional balance details:

Outstanding Invoices:

- All invoices … (which are hyperlinked to view and pay)
- Interest charges
- Less trust
- Less credits
- Total

LEAP iPad App

To view a shared Online Invoice, simply navigate to the relevant Matter from your iPad and select the shared email. You will then be able to view the shared invoice.

If the debtor has no outstanding invoices, they will have the option to select ‘view this invoice’.

If the debtor has outstanding invoices, they will have the option to select ‘view this invoice and other outstanding balances’.

LawConnect App

When your client views their Online Invoice through the LawConnect App, they will see their current Invoice with the following information listed if relevant to the invoice:

Total Balance Due (as at date)
This invoice
Other outstanding invoices

The debtor can drop down to view the following additional balance details:

Outstanding Invoices:

- All invoices … (which are hyperlinked to view and pay)
- Interest charges
- Less trust
- Less credits
- Total

LEAP Android App

To view a shared Online Invoice, simply navigate to the relevant Matter from your Android device and select the shared email. You will then be able to view the shared invoice.

If the debtor has no outstanding invoices, they will have the option to select ‘view this invoice’.

If the debtor has outstanding invoices, they will have the option to select ‘view this invoice and other outstanding balances’.

LawConnect App

When your client views their Online Invoice through the LawConnect App, they will see their current Invoice with the following information listed if relevant to the invoice:

Total Balance Due (as at date)
This invoice
Other outstanding invoices

The debtor can drop down to view the following additional balance details:

Outstanding Invoices:

- All invoices … (which are hyperlinked to view and pay)
- Interest charges
- Less trust
- Less credits
- Total

Last Modified Date

23/11/2023 1:19 pm

Title

Sharing Online Invoices

URL Name

Sharing-Interactive-Invoices-NZ

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