Creating an invoice in Law App is straightforward once your time entries and disbursements are ready. This guide walks you through each step — from reviewing billable items to emailing the final invoice to your client.

1. Open the File

Navigate to:
Files → Search → Open your matter → Accounting → Billing / Financials tab

Suggested image:

Screenshot of the file screen showing the Billing/Financials tab highlighted.

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2. Review Time Entries

Before you create an invoice, ensure your time entries are correct.

Check the following:

• The date of each entry
• The narration
• The rate
• Units/time are accurate
• Blue tick for Finalised

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Screenshot of the “Time Entries” screen displaying “Billed” is unflagged and Blue tick for Finalised.

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3. Review Disbursements

Go to Disbursements in the file.

Confirm:

• Items intended for billing are marked Billable = Yes
• GST and totals are correct
• Any non-billable items are marked accordingly

Suggested image:

Screenshot of a typical disbursement list showing Billable/Non-Billable.

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4. Create the Invoice

You can invoice from two places.

Option A — From the File (most common)

1. Open your file
2. Go to Debtors Button
3. Click Create Invoice / New Invoice

Law App will automatically display:

• All unbilled time entries
• All unbilled disbursements

Tick or untick items as required.

Suggested image:

Animation or screenshot of the “New Invoice” item selection screen.

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Option B — Global Invoicing (Batch Billing)

Navigate to:
Billing → Invoices → New Invoice

Useful for firms that bill monthly across many files.

Suggested image:

Screenshot of the global invoicing list.

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5. Apply a Discount (Optional)

To add a discount:

1. Click Add Discount
2. Choose:
   • Dollar amount, or
   • Percentage

Law App automatically spreads the discount proportionally across billable items.

Suggested image:

Screenshot showing the “Add Discount” button and discount fields.

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6. Preview the Invoice

Review:

• Time totals
• Disbursement totals
• GST
• File details
• Layout selection
• Any notes or extra narration

You may:

• Save as Draft (if the file needs review)
• Finalise / Issue Invoice (locks the invoice and generates the invoice number)

Suggested image:

Preview screen showing totals and the Finalise/Issue button.

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7. Email or Print the Invoice

Once finalised:

• Click Send Email
  • Select the Client Invoice Email template
  • Law App attaches a PDF using your firm’s letterhead

or

• Click Print / Download to save a local PDF.

Suggested image:

Screenshot of the “Send Email” modal showing invoice attached.

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8. Apply a Payment (Optional)

To record a payment:

Go to:
Receipts → New Receipt → Client Payment

Allocate the payment against the invoice.

Suggested image:

Screenshot of the “New Receipt” screen.

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Troubleshooting

❗ My invoice picked up the wrong mailing address

Law App uses the File Mailing Address unless you use Bill 6 or 6A for third-party billing.

(You can still press Populate to refresh the file’s address list.)

❗ Items aren’t appearing on the invoice

Check that the entries are:

• Saved
• Dated correctly
• Marked Billable = Yes
• Belong to the same entity/account
• Not already billed

❗ Discounts look incorrect

Discounts apply proportionally — this is intentional.
If you want a specific line discounted only, edit the narration and manually adjust the line.