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- Invoice you clients
- Manage Invoices
- Manage Payments
Environment
- Money Module
Additional Information
- Invoice expenses and log time related to a Litigation Case
- Invoice expenses and log time related to a Corporate Matter
Procedure
Steps
In App4legal, you can use the money Money module to manage everything related to the financials such as expenses, invoices, bills, clients, and time logs.
In order In this video, We will show you how to invoice your clients in App4Legal. First, first go to the Money module from the main menu, then press on Invoices → Add New Invoice:
The system will redirect you to the invoice creation windowpage, where you will be asked to insert the client's account number (or name).fill some necessary fields .
You have to specify the Clients Account, 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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After you set these values, you will can link Corporate Matters or Litigation Cases for which you've recorded Time logs and Expenses by clicking on link new Matters.
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Click Save! Now, your invoice is saved and can be viewed from Invoices→ View All invoices.
Here you can notice that your new invoice has the status "Open" and this is when you can start recording payments.
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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 document and choose the predefined templates for your invoices, and you can send the invoice to the client.
Once When the client makes his full or partial payment, you click on the Action wheel button next to each invoice and choose Record Payment:
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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.
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For more information about App4Legal, kindly reach out to us at help@app4legal.com.
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