If you would like to create multiple invoices at once, this can be done via ' Invoices '.
There are 2 options available here to create invoices:
- New invoice;
- Bill all outstanding activities.
Bill all outstanding activities
When you click on this button, for all outstanding loglines and disbursements in all matters a draft invoice will be created. Depending on the number of matters in your Legalsense application this can process can go quite quick. This method is what Legalsense advice to use when you invoice on a monthly basis.
Invoice via ' New Invoice ' button
If you click on this button, you have multiple options to create an invoice. This limits the number of matters for which an invoice will be created and thus speed up de invoicing process. This can be especially helpful if you have high number of matters with outstanding activities:
- Create a new invoice based on matter;
- Create a new invoice based on debtor;
- Create a new invoice based on billing user;
- Create a new invoice based on supervising user;
- Create a new invoice based on matter type;
- Create an advance invoice;
- Create an Empty invoice.
Create a new invoice based on matter
By clicking on this button, Legalsense creates an invoice for a particular matter. See also Invoicing per matter.
Create a new invoice based on debtor
With this option, you can make an invoice for a selected debtor. This will include all the matters that belong to this debtor.
After you have selected the debtor, you can choose to invoice all the matters on one single invoice or create a separate invoice for each matter.
Create a new invoice based on billing user
Create a new invoice based on billing user gives you the ability to create invoices for one specific billing user (the user then needs to be set as billing user in the matter).
Select the Billing supervisor that you want to create the invoices for and Legalsense will show you all the matters that this user is set as Billing supervisor. You can select which one you would like to invoice:
The rest of the selection fields are equal to other invoice screens. There is a small difference, and that is you can select to exclude insolvency matters.
Create a new invoice based on supervising user
This is almost the same as ' New invoice for billing user ', the only difference is that instead of selecting a billing user, you now select a supervising user.
Create a new invoice based on matter type
Since version 15.59 of Legalsense it is possible to create new invoices per matter type. If you classified your matters into different areas ( like litigation, labor law, etc), you can select this area in ' matter type ':
Create an advance invoice
If you would like to create an advance invoice, click on this button. You will see the following screen:
This works the same as creating an advance invoice per matter. The difference here is that now you have to select the matter yourself.
Create an empty invoice
If you would like to start with a blank invoice, you can use this button. This will open the screen you see below. You need to enter the matter for which you would like to create the invoice for and select the source for the text fields.
The last 2 options (advance invoice and empty invoice) are also available from the matter page and described here