Invoicing single matters

You can create an invoice in Legalsense from different starting points. To create an invoice for just one matter, you can start from the matter itself or from the Invoices menu.

Invoice from the matter

Use this method when you only need to create an invoice for one matter.

1. Go to Matters → Matters, or search for the matter using the search box in the top right.
2. Open the matter.
3. Click New invoice.

Matter page showing the location of the New Invoice button.

You have three options:

• Based on matter
• Advance invoice
• Empty invoice

Based on matter

You can use this option only if the matter has billable time entries or disbursements. Legalsense bills all billable time entries and/or disbursements on a draft invoice.

Invoice creation screen for creating an invoice based on the matter.

1. Click New invoice, then Based on matter.
2. On the selection screen, select the date period for the time entries and disbursements you want to bill, and choose whether to (partly) settle any outstanding advances.
3. Click Create.

Legalsense generates the draft invoice.

Advance invoice

Use this option to generate an advance invoice.

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 to learn how to settle an advance once it's been invoiced.

You can create an advance invoice from a matter directly:

1. Open the matter you want to create the advance invoice for.
2. Click New invoice, then click Advance invoice.
3. Fill in the Amount field with the amount for the advance.
4. Click Create.

Advance invoice preparation screen.

Note: Advance invoices can also be created through the Invoice overview page by clicking New invoice and then Advance invoice.

Empty invoice

Use this option to generate an empty invoice.

Empty invoice preparation screen.

Legalsense creates the invoice without any lines. Add invoice lines yourself, such as activities, advances, disbursements, or miscellaneous lines.

An empty invoice, with the Add line button to add a new time entry or costs.

Invoice multiple matters

The methods above apply to a single, selected matter. If you want to bill multiple matters at the same time, use the Invoices menu instead. See the article ↪ Creating multiple invoices.