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- Invoice expenses and log time related to a Litigation Case
- Invoice expenses and log time related to a Corporate Matter
Procedure
In App4legal, there's a you can use the money module where the admin can to manage everything related to the financials such as expenses, invoices, bills, clients and time logs. In this Documents ( Video), We will cover the show you how to invoice your clients in App4Legal.
To invoice a client in App4Legal you should use the "Money" module → First go to the Money module then press on Invoices → Add New Invoice:
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The system will redirect you to the invoice creation window, where you will be asked to insert the client's account number (or name), once you enter the first three letters of your client's name the system will automatically show you the list of clients with similar names.
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".
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Set the Payment date, the payment method, the account in which the payment will be deposited, and the amount. The other fields are optional. Once you Click Save your Payment will be recorded.
For more information about App4Legal, kindly reach out to us at help@app4legal.com.
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