Invoicing & Receipting

Easily manage receipts and invoices in The Law App. Learn how to add receipts, allocate payments, and streamline client communication with simple tools.

Easily adjust invoices in The Law App by adding discounts. This guide explains step-by-step how to apply discounts correctly, maintain compliance, and present clear invoices to clients.

Learn how to handle refunds in Law App, including client overpayments, overcharged or supplier refunds, discounts, and bad debt write-offs. Step-by-step methods keep your accounts accurate and compliant.

Learn how to manage unrecoverable client debts in The Law App. This guide walks you through creating adjustments, applying write-offs, and keeping your accounts accurate.

Learn how to access, filter, and export billing reports using the Dashboard in Law App, including tips for viewing line items, outstanding filters, and generating PDF or print outputs.

You cannot create a separate receipt for just one file when performing a bulk trust-to-general transfer. Bulk transfers produce one combined receipt for the entire transaction, not individual matter receipts. For client-specific records, generate a Trust Ledger or Trust Account Statement for the matter — these reports show the relevant portion of the transfer and meet QLS-approved compliance requirements.

Quick tip: Make emails, PDFs, and Word docs open automatically after download by choosing “Always open files of this type” in Chrome or Edge.

Great question! This comes up occasionally, so here’s a full breakdown: What those fields are for? The BSB and Account...