An invoice on a file bills the work and costs recorded against a matter as a tax invoice. The short video below shows the full process; the written summary underneath covers the same steps for quick reference.
What is an invoice on a file?
An invoice on a file is a tax invoice raised against a specific matter in Law App. It draws on the professional fees, office costs and disbursements recorded on that file and presents them as a bill to the client. Invoices are first created as a draft and then finalised (authorised) once you are happy with them.
How to create an invoice on a file
Raising an invoice on a file follows a few stages. Watch the video above for the exact screens; the steps below are the summary.
- Open the file you want to bill.
- Review the time and costs recorded against the matter and choose what to include.
- Create the invoice — it is generated as a draft so you can check it.
- Finalise (authorise) the invoice once it is correct, which locks it and makes it payable.
Common questions
What is the difference between a draft and a finalised invoice?
A draft invoice can still be edited or deleted before it is issued. A finalised (authorised) invoice is locked and recorded against the matter, ready to be paid. You finalise an invoice once you have checked it is correct.
What is included on an invoice on a file?
An invoice on a file can include the professional fees, office costs and disbursements recorded against that matter. You choose which recorded items to bill when you create the invoice.
Can I edit an invoice after finalising it?
A finalised invoice is locked, so it is not edited directly. If something is wrong, the correction is handled separately rather than by changing the issued invoice. Contact support if you are unsure how to correct a finalised invoice.
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