If you would like to create multiple invoices at once, this can be done in the menu ' 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, a draft invoice will be created for all outstanding time entries and disbursements in all matters. Depending on the number of matters in your Legalsense application this process can be done quickly. This method is what Legalsense recommends doing if you send invoices on a monthly basis.
Invoice using the button 'New Invoice'
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 the billing process. This can be especially helpful in the case of a large 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 client;
- Create a new invoice based on parent client;
- Create a new invoice based on billing supervisor;
- Create a new invoice based on matter supervisor;
- 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 selected 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 matters that are linked to this debtor.
After you have selected the debtor, you can choose to bill all matters on one single invoice or create a separate invoice for each matter.
Create a new invoice based on client
This option allows you to create an invoice for a selected client. It will contain all matters linked to this client.
Create a new invoice based on parent client
This option allows you to create an invoice for a selected parent client. It will contain all matters linked to this parent client.
Create a new invoice based on billing supervisor
Select the Billing supervisor that you want to create the invoices for and Legalsense will show you all matters on which this user is set as Billing supervisor. You can select which one(s) you would like to bill:
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 Legal Aid and/or insolvency matters.
Create a new invoice based on matter supervisor
This is almost the same as 'New invoice for billing supervisor'. The only difference is that instead of selecting a billing supervisor, you now select a matter supervisor.
Create a new invoice based on matter type
It is possible to create new invoices per matter type. If you classified your matters into different types ( like litigation, advisory case etc), you can select this type 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 from the matter page. 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 two options (advance invoice and empty invoice) are also available from the matter page and described here