Billing
Benefits of using expense entries
Simplifies expenses tracking and management Ensure accurate & transparent client billing Reduces manual effort & accounting errors. Helps maintain detailed expense reports for audits or reviews Examples of expense entries - Court filing fee, Travel ...
How do I add my law firm’s logo & details to invoices?
1. Go to the Settings section on the MatterSuite dashboard. 2. Click on the Organization settings tab. 3. Click on the ‘’Company and Locations’’. 4. Click on the Edit Company button to update the details. 5. A pop-up window will appear. 6. Update ...
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 create a new invoice?
Go to Billing → Bills. 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.
How to Start or Stop the Timer in MatterSuite?
Go to the MatterSuite dashboard. 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 to add a new time entry?
1. Log in to your MatterSuite account. 2. Go to the Billing module. 3. Click Time Entries. 4. Select Add New Entry. 5. When the pop-up appears, enter all required details such as date, duration, description, and matter (if needed). 6. Click Save to ...
How to generate a flat fee invoice?
1. Log in to MatterSuite and go to Billing tab. 2. Open Time Entries and click Add Entry. 3. In the pop-up, select the Flat Fee checkbox. 4. Enter the date, description, and flat fee amount. 5. Review the details and click Save. Refer to the image ...
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.
How to add a fixed fee for the expenses?
If you have a fixed court fee: 1. Go to the Settings section. 2. Click on Time and Expense Categories. 3. Click the Add Category button on the right side. 4. A pop-up will appear. Select Expense Category. 5. Fill in the details and click the Save ...
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, ...
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