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In this Documents (Video), We will cover the Show show you how to invoice your clients in App4Legal.
To invoice a client in App4Legal you should use the money Module "Money" module → Invoices → Add New Invoice:
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You will also be asked to set the Date and Due Date, Purchase Order of the Invoice, the terms , and invoice reference. You can also change the status of the invoice from "open" to "draft".
After you set these values, you will link Corporate Matters or litigation cases Litigation Cases for which you've recorded Time logs and Expenses by clicking on link new Matters.
You also have the option to manually set expenses such as Annual Legal Management fees, consultancy Consultancy fees and so on.
When you click on Link New Matters, all the related Matters will show in a new dialogue box. You can check all of the related Matters or individually choose the ones for which that you want to invoice:
Choose the Expenses and Time Logs to be invoiced, apply the required Discounts and Tax and , then click "Finish",
you're Your invoice is now ready:
Click Save and ! Now, your invoice is now saved and Can can be viewed from Invoices→ View All invoices.
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You can click on the Invoice ID or Name to access it. Moreover, you can export it as a Microsoft word Word document and choose the predefined templates for your invoices, and you can send the invoice to the client.
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