How do invoices and payments automatically update the ledger?
When an invoice is generated, the invoice amount is added to the Total Invoice.
When a payment is recorded, the payment is added to Total Income, and the amount is deducted from Total Receivable.
This ensures the ledger stays accurate in real time.
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How do I search for a specific ledger entry using the search bar?
On the Ledger page, click into the Search field. Type a date, description, invoice number, or amount. Results will filter automatically as you type.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.How do I delete an income or expense record from the ledger?
In the ledger table, find the entry. Click the Delete beside it. Confirm deletion when prompted Deleted transactions move to the Deleted Ledgers tab for reference.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 clientHow to Add a New Status Update in an Existing Matter?
Go to your MatterSuite Dashboard. Click on the Matters section. Open the matter you want to update. Click on the “+” icon, add your update details, and click Save. Refer to the image below.