How to Generate an Invoice

You can generate an invoice on the Invoices-view of the following Cards:

1. Main Card
2. Case Card
3. Client Card
4. Payer Card

1. Main Card

Head over to the Main Card, Invoices-view, and click the Generate Draft Invoices button.

The following dialog will appear, and the options are as follows:

1. Responsible Lawyer

A Responsible Lawyer is either a Client or a Case manager who has the 'Responsible Lawyer'-role set up on either the Client or the Case card.

1. Client Manager
   Select here to generate invoices specifically for a Client Manager who has the 'Responsible Lawyer'-role assigned to them on the Client Cards.
   
   
   
2. Case Manager
   Select here to generate invoices specifically for a Case Manager who has the 'Responsible Lawyer'-role assigned to them on the Case Cards.
   

2. Payer

Select here to generate invoices for a specific Client or Payer. 

You can use the following information to search for the Client or the Payer:

1. Client Name
2. Client Number
3. Payer Name

3. Billing Unit

Select here to generate invoices for all cases, Clients, and Payers within the entire billing unit.

If your law firm has only one billing unit, it will be automatically displayed as the default billing unit.

2. Case Card

Head over to the Case Card, Invoices-view, and click the Generate Draft Invoices button.

The following dialog will appear, and the options are as follows:

1. Case

    Select here to generate invoices for the current case being viewed.

   
   
   

2. Client / Payer

    Select here to generate invoices for a specific Client or Payer.

   
   
   If the case is associated with only one Client or Payer, that Client or Payer will be displayed as the default selection.

3. Client Card

Head over to the Client Card, Invoices-view, and click the Generate Draft Invoices button.

1. Client
   

   Select here to generate invoices for all ongoing cases of the current Client being viewed.

   

   
   

2. Case
   

   Select here to generate invoices for a specific case of the Client.

   

   If the Client only has one case, the case will be displayed as the default selection.

4. Payer Card

Head over to the Payer Card, Invoices-view, and click the Generate Draft Invoices button.

The following dialog will appear, and the options are as follows:

1. Payer
   

   Select here to generate invoices for all ongoing cases of the current Payer being viewed.

   

   
   

2. Case
   

   Select here to generate invoices for a specific case of the Payer.
   

   If the Payer only has one case, the case will be displayed as the default selection.

Whenever you generate an invoice, regardless of the Card you are generating it from, you will come across two fields before clicking the Generate Draft Invoices button, and they are as follows:

1. Period End
   

   The default period end for generating invoices will be set to the current date.

   However, you have the option to specify a period for generating invoices based on billable assets reported up to a specific date. In this case, all recorded assets up to and including 1 June 2023, will be selected and invoiced accordingly.

   
   
   

2. Invoice Date
   

   The invoice date field is left blank by default. However, you have the option to specify an invoice date by clicking on the calendar field. 

After selecting the option to generate and specifying the period end and invoice date, click the Generate Draft Invoices button, and you are done.

Notes:

1. Ensure that you are a Case Manager, a Client Manager, a User with 'Invoice Approval Responsible'-role, or a User with 'Accounting'-rights set up to be able to access the Invoices-view.

2. When invoices are generated, any User with the 'Accounting'-rights will see generated bill runs across their business unit(s) - even if you were not the one that initiated it. This is to allow other Users with the same right to know that a bill run is being initiated, so that duplicate bill runs are not performed.