Why is my invoice not showing after Ive created it
If you’re in the wrong file, haven’t refreshed, or another user is currently editing the invoice, it might not appear immediately. ✅ To troubleshoot: Double-check the file number you’re working…
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Can I Reverse or Correct a Receipt in Law App?
Receipts in Law App can be corrected, but the method depends on whether they are draft, finalised, allocated, or reconciled. Learn when you can edit directly and when you must…
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How do I show a client their full outstanding balance including past amounts
To give clients a complete view of what they owe, attach a Debtor’s Statement to your communications or invoices. This document provides a summary of: Current charges from the latest…
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How To Write Off Bad Debt in Law App
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.
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Can I issue a separate receipt for one matter in a bulk trust-to-general transfer?
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.…
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