So you have set up all of your timekeepers, legal matters and invoices, and want to send out your first law firm billings and invoices. Here is the step by step plan on how to do so! First, make sure all the information in your law firm billings are correct. If everything looks good, let’s move on to the sending portion.
One thing to note is that Pro members can add a logo to the invoice. If you do not currently have a logo, follow the steps below to add one.
Click on the “Settings” tab, then toggle to “Firm Profile” in the left sidebar. Update you firm’s logo by clicking the “Update Photo” button and uploading the appropriate logo file.
Once you have your logo added, your invoice should reflect the change and the logo should now be in the top left when viewing:
Now look in the right hand “Actions” column and find the “Send” button:
By clicking on this button, you will be given the option of sending the invoice out as is, or attaching a LEDES file format and including a message.
Once you have your options selected, click on the “Send” button. Now you are done! The invoice is sent off to your client, and they will receive a message that looks like this:
And that’s it! So start sending out your invoices and attachments without a hitch.
