Tips

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 set in Firm Settings. You can override them per invoice.

Client reference: If the client expects a specific reference on the invoice (e.g. a purchase order number), add it to the matter's Client Reference field so it auto-populates.

Xero export: Invoice data can be exported in Xero-compatible format for your accounts team. See your Firm Administrator for details.