This article helps you understand the financial snapshot of your firm’s Invoice Summary, Online Payments, Total Transactions, and TimeSheet Calendar.
- Invoice Summary
- Online Payments
- Total Transactions
- Timesheet Calendar
Invoice Summary provides an overview of all invoices for the firm in the last 30 days.
- View the Total Outstanding Invoice amount.
a. See if the amount has increased or decreased.
b. Each section of the report shows gains and losses in each category for the month.
c. Each section is color coded to match tags within the report making it easy to scan.
2. Select Overdue, Unpaid, Partial or Paid Invoices to open a side drawer window of each invoice type, including the Invoice number, Client, and Amount.
Overdue - invoices have not been paid in full, and their due date is in the past.
Unpaid - sent to the client but not yet paid.
Partial - A portion of the invoice that has been paid, but there is still an outstanding amount.
Paid - invoices that are paid in full.
Draft - invoices that have been saved have not been sent to a client.
3. Click the invoice number to see the Invoice and take an action, like re-send or collect payment.
4. The Total Amount for the selected category is listed at the bottom of the screen (e.g., Overdue).
5. Close the window, View Reports, and View all Invoices.
6. Follow the same steps to view Unpaid, Partial and Paid Invoices.
Click to learn more about Reports.
Online Payments over Time
Online payments are the number of payments that have been processed digitally using LawPay. This does not include offline payments such as cash, checks, and other forms of offline payment.
- View 7 or 30 Days of Payments.
- See the Total amount of Payments.
- Click on the graph to see additional payment information for a specific date.
Total Transactions are all transactions tracked within LawPay Pro by category, including offline payments.
- Total Transactions shows a breakdown of all Transaction Types for the Last 30 Days and includes the total amount for the time period to show where the money is coming from for the firm.
- The chart shows the different types of payments, such as Credit cards and Offline Cash and their totals.
- Click on a category on the chart to see the total dollar amount for that transaction type.
The Timesheet Calendar tracks time entries and goals for individuals in your firm. The timesheet calendar allows users to view their own billable or non-billable time. You can set a daily goal, and administrators can view others’ calendars to track productivity by clicking the arrow next to the user’s name.
- View by Week or Month.
- See the Total Billable amount for the time period.
- View hours worked and Goals Completed.
a. Set a goal for hours worked by adding them to the Time Goal.
b. The time will change to green once the targeted hours are completed for the day.
- View time entries and add a new time entry by clicking on a day.
Note - Administrators will have the ability to view other firm users’ Timesheet Calendar by selecting the name from the dropdown at the top.
- Within the side drawer, you see time entry details for a specific date, including:
a. The Activity
b. Case and any Notes.
c. Time and total charged.
d. If the time has been invoiced.
- See the Day’s total hours and amount billed.
- Close the window, View All Time Entries on the Time Entries page or Add a Time Entry.
- Toggle through days by using the forward and backward buttons.
To see more about adding time entries click here.