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Manage Invoices and Payments

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What does this do for me?

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1. Create an invoice

1. Open Invoices.
2. Choose New invoice.
3. Select the client and matter.
4. Legal Hub generates the invoice number automatically.

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2. Add line items

1. Open the invoice.
2. Choose Add item.
3. Enter a description, quantity, and rate.
4. Choose Save item. Repeat for each line item.

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3. Finalize and send

1. Review the invoice.
2. Choose Finalize to lock the invoice.
3. Choose Send to deliver it by email through Resend.

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4. Record a payment

1. Open Payments.
2. Choose New payment.
3. Select the invoice and enter the amount.
4. Choose Record payment.

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5. Manage retainers

1. Open Trust/IOLTA.
2. Choose New retainer to create a retainer account for a client.
3. Record deposits and withdrawals on the retainer ledger.

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6. Track time and expenses

1. Open Time & Expenses.
2. Choose New time entry and select the matter, activity type, and duration.
3. Choose New expense entry to add billable expenses.
4. Time and expense entries can be linked to invoices as line items.