Billing Tab Overview

Overview

Invoices

Trust Requests

Expenses

Time Entries

Overview

LawPay Pro allows you to track your time and expenses and quickly generate an invoice to send to your client with just a few clicks. When you select the billing tab, you will see the Invoices page as the default view.

Invoices 

The invoices page at the top of the screen shows a snapshot of your firm's Total Outstanding, Overdue, Unpaid, Partial, Paid and Draft invoices. These are color coded so you can scan the status of an invoice lower on the page. 

1. On this page, you can sort and see all Unsent, Sent, Paid, Partial, Overdue, Forwarded and Draft Invoices. 
2. You can also search bills by case or billing contact.
3. Quickly scan invoices by Number, Contact, Case, Total, Paid, Amount Due, Created, Status, Viewed, and online payments. 
4. Create an Invoice from this page by selecting the Create Invoice button. To learn more about creating invoices, click here.
5. Select the View button next to the invoice number or Contact to view an existing Invoice. 
6. Once selected, view Actions for that specific invoice
7. The invoice window includes the Invoice History for a specific user and a copy of the printed invoice. To see what that looks like, click here.

Trust Requests

Trust accounts ensure that money given to lawyers by clients or third parties is kept safe and not commingled with law firm funds or misused.

1. The Trust Requests tab shows All, Sent, Partial, Paid and Overdue Trust Requests. Narrow down the Trust Request list by selecting each tab.
2. Filter requests by billing contact.
3. Sort by Request, Contact, Account, Allocation, Amount, Paid, Amount Due, and Data Sent.
4. You also see when the client viewed the Trust Request. 
5. See the Status of the request.
6. Create a Trust Request. To see how to create a Trust Request, click here. 
7. Use the Print Icon to Print a list of Trust Requests.

Expenses

The Expenses tab allows you to see expenses related to a case. 

1. The screen defaults to Open Expenses. To see Invoiced Expenses select Invoiced. To see All Entries click the tab. 
2. Filter requests by case.
3. Sort by Date,  Activity, or User. You also see the  Quantity, Cost, Description, Total, Status, and Case.
4. See details of Expenses by clicking on the Date or Activity.
5. To see details about the User, click the Users Name.
6. To see information about the Case, click the Case Name.
7. Edit or delete an Expense.
8. Manage Saved Activities or Add Expenses from this screen. To view more information about these actions, click their links.

Time Entries

The Time Entries tab allows you to view the time recorded and worked for each case. 

1. The screen defaults to Open Time Entries. To see Invoiced Entries select Invoiced. To see All Entries click the tab. 
2. Filter requests by the case or Search Term and Date Range. Select the Filter button to search.
3. Sort by Date, Activity, Duartion, and User. You also see the Description, Rate, Total, Status and Case.
4. See details of Expenses by clicking on the Date or Activity.
5. To see details about the User, click the Users Name.
6. To see information about the Case, click the Case Name.
7. Edit or delete an Expense.
8. Manage Saved Activities or Add Time Entry from this screen. To view more information about these actions, click their links.