Go to Billing in the left sidebar to access the Billing Dashboard. It shows:Total invoiced this month/yearOutstanding (unpaid) balanceOverdue invoicesRecent invoice activityQuick links to generate, view, and manage invoices
Invoices in CaseConnect move through these stages:Draft → Awaiting Approval → Approved → Sent → Paid ↘ Cancelled ↘ Rejected → Draft (re-edit)Draft — being prepared, not yet sentAwaiting Approv ...
Go to Billing and click Generate Invoice, or open the matter and go to the Billing tab and click Create Invoice.Select the matter.CaseConnect pulls in:Unbilled time entriesUnbilled disbursementsAny ad-hoc line items you addReview the line items — add, edi ...
VAT is calculated automatically based on:The VAT rate configured in your firm settingsThe VAT treatment of each line item (standard rate, zero rate, exempt, etc.)Professional fees and disbursements are shown separately on the invoice with their respective ...
If your firm uses an approval workflow:From a Draft invoice, click Submit for Approval.The invoice moves to Awaiting Approval.A partner or Firm Admin reviews it.They click Approve or Reject (with a reason).If rejected, it returns to Draft for editing.If y ...
Open an Approved invoice.Click Send Invoice.CaseConnect generates a PDF of the invoice.Choose to send by email (to the client's billing contact email address) or download the PDF to send manually.The invoice moves to Sent status and the sent date is recor ...
When a client pays an invoice:Open the invoice.Click Record Payment.Enter:Payment dateAmount receivedPayment method (BACS, cheque, card, etc.)Payment referenceClick Save.The invoice status updates automatically:Full payment → PaidPartial payment → Part Pa ...
When a payment is recorded, CaseConnect automatically works out what that money was made of — how much was profit costs, how much was disbursements, and the VAT carried by each. There's nothing to fill in for this; it's derived from the invoice and shown ...
To issue a credit note against an invoice:Open the invoice.Click Issue Credit Note.Enter the credit amount and reason.Click Save.The credit note reduces the outstanding balance on the invoice.
Every invoice is available as a PDF with your firm's branding. The PDF includes:Firm name, address, and SRA numberClient name and addressMatter referenceItemised line items (time entries and disbursements)VAT breakdownTotal amount duePayment instructions ...
Invoices can be shared with clients via a secure link without them needing to log in to CaseConnect. The link expires after a set number of days (default: 90 days).Open the invoice.Click Generate Public Link.Share the link with the client.
Go to Billing → Aging Report to see outstanding invoices grouped by age:Current (not yet due)1–30 days overdue31–60 days overdue61–90 days overdue90+ days overdueUse this report to identify clients who need chasing.For VAT, disbursement recovery, income a ...
For firms that invoice multiple matters at once (e.g. end of month billing run):Go to Billing → Bulk Billing (Firm Admin only).Select the matters to bill.Review and configure each invoice in the run.Generate all invoices in one action.
CaseConnect can send automated payment reminder emails to clients for overdue invoices. Configure the reminder schedule in Settings → Billing Settings.
Inside each matter, the Billing tab shows:All invoices for the matterTotal billed, paid, and outstandingQuick generate invoice buttonPayment history
Check time entries before invoicing: Make sure all time entries are approved and disbursements are recorded before generating the invoice. Items added after the invoice is sent cannot be included retrospectively.Payment terms: Default payment terms are se ...