How can download an invoice as a PDF
Steps to print or download an invoice:
Go to the Billing section.
Click on the Invoices tab.
Locate and select the invoice you want to print or download.
Click the three-dot menu next to the invoice to access printing or downloading options.
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How do I create a new invoice
Go to Billing → Invoices. Click New Bill. Select the client and matter. Add time entries, expenses, and any fees. Review and click Save or Generate Invoice. Download, print, or email the invoice. Refer to the image below.
How do I send invoices to clients via email?
Go to the Billing field Click on the Invoices tab Click on the More Options button next to the desired invoices Select the option Send Bill A pop-up window will appear Select the option to send via Email Click Send to deliver the bill to the client
Can I download or export ledger data from MatterSuite?
Click the Download (Cloud icon) at the top-right. This allows you to export ledger data for accounting review or bookkeeping.
Overview of the Time Tracking Feature in MatterSuite
The Time Tracking feature in MatterSuite helps legal professionals accurately record the time spent on different tasks, matters, & client activities. It ensures that every billable minute is captured, making the billing process efficient, ...
How to Start or Stop the Timer in MatterSuite
Go to the MatterSuite dashboard or open Billing. Click the Timer icon to start tracking time. Stop the timer when done; a pop-up will appear. Enter the description, matter name, and duration. Click Save to record the timer entry. Refer to this below.