PracticePanther offers the ability to generate a Multi-Matter Invoice directly from the Contact. You can select which Matters you wish to bill for Contacts that have multiple Matters.

1) Navigate to the desired Contact and select "New" to generate an Invoice.

2) Select the Matters you would like to bill.

Note: If you don't see the matters you want to include, you can update the filters to include different matters linked to this Contact.

3) Once you have selected the Matters you wish to include, click "Select Options".

4) On the next page you'll be able to choose your billing date range along with the due date and desired template.

At the bottom of the screen, you'll be able to select your normal billing options.

Note: You can submit these invoices for approval, limiting them from being 'Sent' or 'Paid' until they have been approved.

If you want one invoice for all of the selected matters, enable the 'Create One Invoice For Clients With Multiple Matters' toggle. If you wish to invoice separately per matter, switch this field to 'No'.

You can control the order that matters appear on the invoice by selecting the 'Matter Order for Contact Invoices', which allows you to pick between ordering by Matter Name or Matter Number (Chronological).

5) Now select "Create Invoice". This will generate the invoice(s) you customized on the flow!

Your invoice(s) will be generated. If one invoice, you will be navigated to the invoice details page. If you created multiple invoices, you will be navigated to the Contact record's Invoices tab.

Depending on the options selected, these invoices will be ready for approval and/or sending to a client.

If you need any further assistance with your Multi-Matter Invoicing, please reach out to our support team by emailing help@practicepanther.com.

Want to invoice multiple contacts at once? Check out our Batch Billing workflow that will save you time and effort!