Step-by-step guide to invoicing an initial consultation on a general or advices file in Law App — create the timesheet, build the invoice, and send it to any billing party.
Learn how to move trust funds from one file to another using a journal transfer, then finalise the request and print the trust transfer journal.
Select the client trust ledgers you need, generate the EFT requisitions in bulk, then process the transfer through to your firm general account.
Save recurring payments as templates in Law App so you can raise the same payment again in a few clicks instead of re-entering every detail.
Learn how to generate a debtor statement from a file’s Financials tab in Law App, pick a date range, and export it as a PDF or Word copy or save…
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