How do I send invoices to clients via email?

1. Go to the Billing tab.

2. Click on the Bills tab.

3. Click on the three dots next to the desired invoices.

4. Select the option Send Bill.

5. A pop-up window will appear

6. Select the option to send via Email

7. Click on the Send Bill button to deliver the bill to the client

Refer the below images:

• Related Articles

• How to access reports in Mattersuite?

  MatterSuite’s custom reports make it easy to understand how your firm is performing, all in one place. You can quickly see updates on matters, clients, team activity, tasks, and events using simple date-based filters. Time and expense reports help ...

• 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.

• 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 ...

• 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, ...