Create Invoice
Creating an Invoice
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From the Home Page, select
within the Your Invoices information box, OR, navigate to the Invoices Navigation link and select “Create Invoice.”
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Complete the profile data.
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Begin typing your Matter Name, or use
to search for your matters.
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Enter the Invoice Number, Fee Type, Invoice Date, and Invoice Service Period Dates
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Add a Description if needed.
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Add Invoice Attachments if needed.
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Enter Line Item data. Your timekeeper rate information will populate automatically.
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Add additional line items as needed.
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Click SAVE to create the invoice. You will be moved directly to the Invoice Profile.