Creating and Editing Invoices

Overview
Create a new Invoice for an Existing Contact
Create a new Invoice for a New Contact
Review and Send an Invoice
Editing an Existing Invoice

Overview

Invoicing is simple and efficient, with customizable templates and the ability to generate invoices in seconds. With LawPay Pro, you can easily create an invoice for both existing and new contacts directly on the home dashboard by clicking on the "Create Invoice" button. This article will walk you through creating invoices in LawPay Pro.

Create a New Invoice for an Existing Contact

1. Select the Create Invoice button on the Home page. 
   
2. Select a Contact in the drop down field. 
3. Select a Case or add a new case. 
4. Select Deposit Account type.
5. Select Payment Terms to update the Due Date.
6. Add an item to be paid by selecting the Add Line button.

7. Select the drop down field below Type and select Expense, Time Entry or Flat Fee.
8. Select the Date of service if different from the current date.
9. Select an Activity from the drop down.
10. Add a Note in the free form text field under Note. 
11. Add the Cost/Rate. This is the hourly rate for Time Entries, Expenses or Flat Fees. 
12. Add a Quantity, either the number of hours for time entries or the quantity of an expense in the QTY field. 
13. Select if the fee is Non Billable by selecting the check box under the Non Billable heading. 
14. Add additional lines as needed by selecting the Add Line button.
15. Add any Discounts by $ or % by selecting the drop down next to the $ field.
16. Add or change the Terms & Conditions.
17. Select Save to create the invoice.

Note:

• Flat Fee Type does not allow an Activity, but you can add a note. This field is grayed out and does not allow additions for Flat Fee invoices.
• The Non-billable feature is helpful for entries you want to track but not bill your client for. You can include or exclude non-billable time entries on your firm invoices by going to Settings > Client & Billing Settings > Invoice Customization Time Entries and Expenses.
  
  

Tip:

You can set up a firm-wide default for your invoice Terms & Conditions by navigating to Settings > Client & Billing Settings > Billing & Invoice Preferences and selecting the Edit  Preferences button.

Create a new Invoice for a New Contact

1. Select the Create Invoice button on the Home page. 
   
2. Add an Invoice for a New Contact by selecting the Add New Contact button.
3. Fill out all required fields, which are denoted with an *.
4. Add a Deposit Account
5. Select Payment Terms to update the Due Date.
6. Add an item to be paid by selecting the Add Line button.
   
   
   
   
7. Select the drop down field below Type and select Expense, Time Entry or Flat Fee.
8. Add a Date for the service performed.
9. For Expense and Flat Fee fields, choose an activity associated with the charge in the Activity drop down. This field is grayed out and does not allow Activities for Flat Fee invoices.
10. Add a Note in the free form text field.
11. Add the Cost/Rate. Select if it's Per Hour or a Flat Rate.
12. Add a Quantity (Qty.)
13. Select if the fee is Non Billable by selecting the check box.
14. Add additional lines as needed.
15. Add Discounts by $ or %.
16. Add or change the Terms & Conditions.
17. Select Save to create the invoice.

Review and Send an Invoice

Invoices include:

1. Firm Name and Address.
2. Client Name.
3. Invoice Number, Date of Issue, Date Due, Amount Due.
4. Itemized Services and Expenses.
5. QR Code to scan and pay online.
6. Billing Summary.
7. Terms and Conditions.
   
   
   
   
8. Edit Invoice button goes back to the invoice for editing and revisions.
9. Send Invoice button sends the invoice to the client via Email. This email asks the client to pay and attaches the invoice as PDF. Click the Send button to initiate the email.
10. Record Payment button allows you or your staff to record Online and Offline Payments and Payments From Trust Account. If a client pays via the payment link or QR code on the invoice, the payment is recorded automatically.
11. Download the Invoice.
12. Print the Invoice.
13. Delete the Invoice.

See an example email of what the client will receive by viewing this article.

Editing Invoices

1. Select Billing Tab
2. Select Invoices
3. Select View next to the Invoice to edit
4. Select the Edit Invoice button
5. Edit the Invoice
6. Select Save