Create an Invoice

Case.one allows you to track your time and expenses and easily generate an invoice to send to your client with just a few clicks.   This section is not designed to cover the topic completely – see the Knowledge Base for more in depth review.

NOTE:

Before you run an invoice, you should ensure that you have an invoice template set up for your firm.  Also, make sure you have a Billable Client designated for the case.  Complete the Billable Client field on the Reference Sheet for the case.

Create an Invoice

  1. From the Main Menu click on CASES.  Then, open the case by clicking on the case name.
  2. Review unbilled entries on the TIME SHEET and EXPENSES tabs. If needed make edits by clicking on '•••' for the item and selecting Edit.  Items can be deleted too.
  3. Click on the INVOICES tab.
  4. Click on the + button to create the invoice draft. The invoice will be created with the next available ID number.

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Review the Invoice

  1. From the Main Menu click on CASES.  Then, open the case by clicking on the case name.
  2. Go to the INVOICES tab.
  3. Click on the ID number of the invoice to review to open the invoice draft.
  4. Uncheck any items that you do not wish to bill on this invoice.
  5. Preview invoice; select appropriate invoice template.
  6. When correct select the download button. The invoice can be further edited as a Word doc if necessary.  Submit invoice to the client.
  7. Mark the Bill Status – Awaiting Payment.

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Accept and Record Payment

  1. Click on BILLING in the Main Menu.
  2. Find the invoice that you have received a payment for.  
  3. Open it by clicking the Invoice number for the case.
  4. Click on RECORD PAYMENT.
  5. Enter the required information: Source and Destination.  Adjust amount paid if necessary.
  6. Mark the invoice as Paid.  Refresh the page.

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