How do I create a new invoice?
Go to Billing → Bills.
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Click New Bill.
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Select the client and matter.
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Add time entries, expenses, and any fees.
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Review and click Save or Generate Invoice.
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Download, print, or email the invoice. Refer to the image below.
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How can a client pay invoices
The client logs in to their Client Portal. They go to the Billing or Invoices section. They open the invoice and click Pay Now
2nd: How to create an event in MatterSuite?
Click on “Add” to create a new event, or click on any date in the calendar to create one A pop-up will appear. Fill in the title & select the date Enter all the required details Save the new event
How to add a new time entry?
1. Log in to your MatterSuite account. 2. Go to the Billing module. 3. Click Time Entries. 4. Select Add New Entry. 5. When the pop-up appears, enter all required details such as date, duration, description, and matter (if needed). 6. Click Save to ...
Client Portal Overview in MatterSuite
The Client Portal is a secure online space where clients can view updates about their case. Functionality:- Clients can view tasks, download shared documents, see matter details, and check invoices or payments. Use:- It helps clients stay informed ...
How can I create a new task?
Go to the Tasks section. Click Add Task. Fill in the task details: Title Description Priority Due date Assignee (Optional) Link the task to a matter or client (see next section). 5. Click Save.