Create Invoice

Creating an Invoice   

1. From the Home Page, select  within the Your Invoices information box, OR, navigate to the Invoices Navigation link and select “Create Invoice.” 

2. Complete the profile data. 

1. Begin typing your Matter Name, or use  to search for your matters. 

2. Enter the Invoice Number, Fee Type, Invoice Date, and Invoice Service Period Dates 

3. Add a Description if needed. 

4. Add Invoice Attachments if needed. 

5. Enter Line Item data. Your timekeeper rate information will populate automatically. 

6. Add additional line items as needed. 

7. Click SAVE to create the invoice. You will be moved directly to the Invoice Profile.