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
Related Articles
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.Getting Started: How to Register in MatterSuite
Follow these essential steps to register your account in MatterSuite. Completing the setup process will allow you to access your workspace and begin using the platform. Go to the - www.mattersuite.com Click on Get Started. Enter your working email ...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.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.