Creating Invoices in the Billing Module

How do I create a new invoice

  1. Go to Billing → Invoices.

  2. Click New Bill.

  3. Select the client and matter.

  4. Add time entries, expenses, and any fees.

  5. Review and click Save or Generate Invoice.

  6. Download, print, or email the invoice. Refer to the image below.                                                                                     

    • Related Articles

    • 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

      Log in to your MatterSuite account. Go to the Billing module. Click Time Entries. Select Add New Entry. When the pop-up appears, enter all required details such as date, duration, description, and matter (if needed). Click Save to create the time ...

    • 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.

    • 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.