Some of the features listed below this tutorial may or may not be included within our paid subscription plans. To learn more about what each of our plans has to offer, simply click here to find out more!
​

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: 

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. 

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.
​

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.
​

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. 

You can add a Pay Now button to your invoice and get paid by LawPay. Click here to setup online payments.

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.

When your client views the invoice you sent, a notification will appear in the upper-right of your screen.

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.

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!