How to Add Invoices to Matters

Objectives:

• Add Invoices from Matter Page

Steps:

To create and manage invoices related to a matter, follow these steps:

• Navigate to the Practice module, and from the Corporate Matters grid (the same applies to Litigation Cases), open the matter you wish to invoice.

• On the matter page, click the Invoices tab in the left-hand panel. Then, click the Actions button and select Add Invoice. You’ll be redirected to create the invoice.

• Step 1 – Client Details

  • Select the Client’s Account.

  • Choose an Invoice Template from the predefined list (you may also click Customize Template to create a new one if needed).

  • The Invoice Number is auto-generated in sequential order starting from a default value.

  The client's details (address, tax number, billing info, etc.) will be auto-filled from the contact record, but can still be edited directly if needed.

• Step 2 – Import Items

  • Import Time Logs, Expenses, and Bill Items linked to the selected matter.

  • You can filter time logs by date before importing.

  • Add Taxes or Discounts across all imported time logs or on specific items.

• • Review all imported items and optionally add new services or line items.

  • Select from predefined services or add a new one on the fly.

  • Each item can be edited, deleted, or updated.

Step 3 – Additional Invoice Info
Fill in details like:

• • PO# (Purchase Order Number)

  • Invoice Reference number

  • Terms (select from existing options or create new terms in settings)

  • Invoice Date and Due Date

  • Choose the invoice status: Draft or Open

  You can also set invoice reminders to receive notifications before the due date.

  Additionally, you can include payment details, bank account info, or other notes using predefined notes.

• Tracking Invoices from the Matter Page
  Once submitted, the invoice appears in the Invoices tab of the matter.

  • Click the Invoice ID to open its full details.

  • Use filters on the right to sort by entity.

  • View the billing preferences, item subtotals (services, time entries, expenses, bill items), and invoice breakdown.

For more information about LEXZUR, kindly reach out to us at help@lexzur.com.

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