How to invoice your clients in App4Legal?

Objectives

• 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

In App4legal, there's a money module where the admin can 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 → Invoices → Add New Invoice:

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, 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 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 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 choose the ones for which you want to invoice:

Choose the Expenses and Time Logs to be invoiced, apply the required Discounts and Tax and click Finish,

you're invoice is now ready:

Click Save and your invoice is now 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.

You can click on the Invoice ID or Name to access it. Moreover, you can export it as Microsoft word document and choose the predefined templates for your invoices, and you can send the invoice to the client. 

Once the client make his full or partial payment, you click on the Action wheel button next to each invoice and choose Record Payment:

Once you click on Record Payment you will be redirected to the Record Payment page: