> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pcnaid.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage Invoices and Payments

> Create invoices, add line items, record payments, and manage retainers.

# Manage Invoices and Payments

## What does this do for me?

Create and send invoices to clients, record payments, and manage retainer accounts.

## 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.

## 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.

## 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**.

## 4. Record a payment

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

## 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.

## 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.


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