Creating advance invoices

Legalsense tracks advance payments at the matter level. It keeps a running total of the advance payments made on a matter, excluding VAT, and you can settle this total (partly) against later invoices. See the article ↪ Settling advances on an invoice for how to settle an advance once it's been invoiced.

You can create an advance invoice in two places: from the matter itself, or from the Invoices menu.

Create an advance invoice from the matter

1. Open the matter you want to create the advance invoice for.
2. Click New invoice, then click Advance invoice.

New invoice menu open on a matter, showing the Advance invoice option.

Legalsense takes you to the screen where you prepare the advance invoice.

Advance invoice preparation screen.

Create an advance invoice via Invoices

1. Go to Invoices.
2. Click New Invoice, then click Advance invoice.

New Invoice menu, showing the Advance invoice option.

3. Select the matter and enter the amount.
4. Click Create.

Advance invoice creation screen, showing the matter selection and amount fields.

Legalsense opens the draft invoice edit screen, with the advance amount already filled in based on what you entered in the previous screen.

Draft advance invoice edit screen, with the advance amount pre-filled.

5. Make any adjustments you need, then save or finalize the invoice in draft form.

The advance invoice can now be included in the billing process.