Creating a New Invoice or Proforma

Issue clean client invoices or proforma quotes in seconds—whether billing a flat retainer, tariff action, or tracked hourly tasks.

Steps to Issue a New Invoice

1. Open Invoices and click + Add Invoice in the top right.
2. (1) Set Direction (Outgoing Invoice / Incoming), Document Type (Invoice, Proforma, Advance Invoice, Credit Note), Invoice Number, Issue Date, Payment Due Date, and VAT Rate (%).
3. Choose a Client from Directory (or enter a custom billing name) and link the relevant Case.
4. (2) Under Invoice Line Items, click Load Open Activities to import pending work or click + Add Item to add fees manually (use Tax Exempt for pass-through court filing fees).
5. (3) Review the automatic net/VAT totals and click Save Invoice.