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Billing and Invoicing

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            Firm Settings

            Firm Settings

            • Customise invoice templates
            • Smart Invoicing with triConvey
            • Disable the Pay button and Payment QR code for a matter's invoices
            • Set up the eInvoice Portal
            See 11 more
            Invoicing

            Invoicing

            • Create an invoice
            • Create a fixed fee invoice
            • Create invoices in bulk
            • Add a surcharge to an invoice
            See 17 more
            Payments

            Payments

            • Record a payment to an invoice
            • Pay an Invoice from Trust Funds
            • Create a trust to office transfer
            • Reverse an Invoice Payment
            See 12 more
            Billing Reports

            Billing Reports

            • Billed Fees & Disbursements Report
            • Income Allocation Report
            • Invoice History Report
            • Matter Cost Estimates Report
            See 10 more
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