Generating an invoice

1. Click the '+ New' button (top left corner) and ‘Invoice’ to create an invoice

or 

From the billing section click the '+' sign to create an invoice 

or 

From the contacts/matters section, choose desired contact/matter, invoices, and '+' sign to create an invoice 

2. Choose 'to Operating account’ or 'to Trust account’:

For Operating account: Select contact and matter(s) from the drop-down box. Select any expenses, times entries, or flat fees with the check boxes. There is an option to apply a discount, either as a fixed dollar amount, or a percentage. Then, enter the payment details such as an optional reference ID number, payment terms, or a custom due date (select ‘custom’ from the Payment terms dropdown). To schedule recurring payments, click the toggle switch and then enter the number of installments, start date, and installment period (e.g., every week, every month, etc.). Add any optional messages to the contact, and any optional internal notes that will be kept private. 

Click ‘Save and continue.’

For Trust account: Select the Contact/Matter from the drop-down box. Type in the invoice amount. Then, enter the payment details such as an optional reference ID number, payment terms, or custom due date (select ‘Custom’ from the Payment terms dropdown). To schedule recurring payments, click the tab and then enter the number of installments, start date, and installment period (e.g., weekly, monthly, etc.). Add any optional messages to the contact, and any optional internal notes that will be kept private. Click ‘Save and continue.’