Generating an Invoice

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 entries

• Unbilled disbursements

• Any ad-hoc line items you add

Review the line items — add, edit, or remove items.

Set the:

• Invoice date (cannot be in the future)

• Billing period (start and end date)

• Payment terms (defaults from firm settings, e.g. 30 days)

• Client reference (their reference for this invoice)

Apply a discount if applicable (percentage or fixed amount).

Review the totals — professional fees (net + VAT) and disbursements (net + VAT) shown separately.

Click Save as Draft.