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Below you will find a start to finish tutorial covering everything you will need to know regarding invoicing in PracticePanther. Jump to the topic of interest by clicking on a title in the index below:
- Create an invoice
- Edit the invoice number give a discount add notes and more
- Add billable time entries and expenses
- Pay invoice using trust and operating account balances
- Get paid faster by accepting credit cards
- Email the invoice
- Get alerted when your clients view their invoice
- See who owes you money
- Customize your invoice templates theme logo and settings
Create an invoice
Click the '+New' button on the top left of the software and select 'Invoice'. Select 'One Invoice' or 'Multiple Invoices' to generate multiple bills in 1 click.
Edit the invoice number give a discount add notes and more
Select the Contact and Matter on the top left. You can also change the invoice number. If you want to start with a higher invoice number, you can type in 1500 for example. The next invoice you make will be invoice #1501.
You can give a discount on the entire invoice in the box below it, or scroll down and add notes that will appear on the bottom of the invoice, or terms and conditions.
Pro tip: Click here to edit your default terms and conditions for every future invoice.
If you see the blue text that says "Add unbilled time and expenses", you can click it to refresh the page, pulling all available billable time entries, expenses and flat fees this matter has filed.
Add billable time entries and expenses
Click on the empty rows to add a time entry, expense, or flat fee. You can also click the 'Add Line' button to add a new row in each subsection.
Pro Tip: If you're going to be invoicing each client every 2-4 weeks, you should add billable time entries, expenses and flat fees first to the matter, then click the 'Generate Invoice' button in the matter when you're ready to make an invoice.
Pay invoice using trust and operating account balances
At the bottom of the invoices are the payment options. If you already took a retainer payment and have money in your trust account, you can apply that to your invoice. The same applies for your operating account. Click here to change the default payment options for future invoices.
Get paid faster by accepting credit cards
You can add a Pay Now button to your invoice and get paid by LawPay. Click here to setup online payments.
Email the invoice
You can email the invoice to your contact in just a few short clicks. On the invoice page, click the green 'Actions' button and select 'Send' from the drop-down menu.
On the next screen, simply choose the recipient and write a message (or use our pre-set one). Then simply click the green 'Email' button to send.
Get alerted when your clients view their invoice
When your client views the invoice you sent, a notification will appear in the upper-right of your screen.
See who owes you money
To see who owes you money, click the 'More' tab on the right side of the homepage and click the 'Reports' button at the bottom of the drop-down menu.
On the next screen, the 'Invoices' tab will be highlighted. Simply click on 'Amount Due by Client' to see a report of due money broken down by client.
Customize your invoice templates theme logo and settings
To customize your invoice templates, click here. After you've selected the perfect one for you, simply edit the template accordingly and then simply click 'Save' to implement your changes. To also learn more about editing your invoice templates, click here to check out our helpful article which touches more on this.
You can also customize the settings for your invoices, such as logo, company name, and phone number by clicking here. After you've customized your company's information, just click 'Save' at the bottom of the page- all this info appears on the invoice!
Other Invoice Tutorials:
- How do I create one invoice for a client for multiple matters?
- Create multiple invoices (batch invoicing)
- Adding two different taxes on an invoice
- Exporting and saving Invoices
- Give a discount as a dollar amount
- Invoice payment reminders tutorial
- How do I add a payment to an invoice?
- How do I remove my firm's name from the invoice?
- How do I print multiple invoices?
- How do I export all the tax collected from invoices?
- Customize your invoices using invoice templates