Legal Use Cases

How Clients Can Pay Directly From an Invoice

How to Add Notes or Reasons for Unpaid Invoices

How to Apply a Client Discount to an Invoice

How to Correct an Overcharged Client Without Messing Up Your Billing Records

How to Create a $0 Invoice to Document Work Completed

How to Deduct Fees From a Trust Account in a Law Firm Billing Workflow

How to Edit or Cancel an Invoice After Sending

How to Filter Law Firm Invoices by Paid, Unpaid, or Overdue Status

How to Follow Up With Overdue Clients in a Law Firm Billing Workflow

How to Generate a Law Firm Accounting Report for Your Accountant

How to Handle Client Overpayments in a Law Firm Billing Workflow

How to Issue a Credit Note or Refund

How to Know When to Use a Discount vs. Write-Off in Law Firm Billing

How to Link Invoices to Matters in a Law Firm Billing Workflow

How to Manage Automatic Invoice Generation for Law Firms

How to Record a Cash Payment From a Client

How to Record Partial Invoice Payments

How to Record Pro Bono Work Properly in a Law Firm Time-Tracking Workflow

How to Record Third-Party Client Payments in a Law Firm Billing Workflow

How to Resend an Invoice to a Client

How to Reverse a Payment in a Law Firm Billing Workflow

How to See All Unpaid Invoices in One Place

How to Set Due Dates and Send Automatic Reminders

How to Show Client Retainer Balance in a Law Firm Billing Workflow

How to Track Monthly Revenue for a Law Firm

How to Track Overdue Client Invoices Without Losing the Bill

How to Track Retainer Payments and Apply Them to Future Invoices

How to Track Unpaid Invoices in a Law Firm

How to Write Off Part of an Invoice

What Happens If the Retainer Runs Out