How do invoices and payments automatically updated in 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.
How can I download or export ledger data in MatterSuite?
To download or export ledger data, follow these steps: 1. Hover over the Accounts tab and select Ledgers from the menu. 2. Click the Download (cloud icon) in the top-right corner. 3. The file will be downloaded for use in accounting or bookkeeping. ...
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 ...
How do I delete an income or expense record from the ledger?
1. Hover over the Accounts tab and select Ledgers from the menu. 2. Locate the desired entry in the ledger table. 3. Click Delete next to the entry. 4. Confirm the deletion when prompted. 5. The deleted transaction will appear in the Deleted Ledgers ...
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.