Billing & Invoicing

The Billing module turns logged time and expenses into invoices, moves them through review and approval, and tracks payment.

For the full lifecycle with states, see Billing lifecycle.

Pages in this module

PageWhat it's for
BillingInvoice list with filters, summary totals
Billing → NewDraft a new invoice
Billing → [invoice]Invoice detail: line items, totals, actions, payments
Billing → Time EntriesAll time entries, pre-invoice
Billing → Expense CategoriesConfigure categories for expense logging

Drafting an invoice

  1. Billing → New
  2. Pick the client and matter
  3. Pull in time entries and expenses from the matter (select which to include)
  4. Add any manual line items, notes, and tax
  5. Save as draft

The approval chain

Drafts don't go out until a partner has reviewed them:

  1. Draft — you're still editing
  2. Submit for review — moves to PARTNER_REVIEW
  3. Partner approves or rejects (with notes) — APPROVED or back to DRAFT
  4. Send — delivers to the client, status SENT

After sending

  • Record payment — add a payment against the invoice. Partial payments are supported and move the invoice to PARTIALLY_PAID until the balance is settled.
  • Download PDF — generates a formatted invoice PDF.
  • Overdue — the system tracks due dates; past-due unpaid invoices surface in reports.
  • Dispute — mark as DISPUTED if the client raises an objection.
  • Cancel — void the invoice (audit trail preserved).

Multi-currency

If your firm works in more than one currency, enable additional currencies under Admin → Currencies. Invoices can then be drafted in the client's preferred currency with exchange rates applied.

Taxes

Tax configuration lives in firm settings. Invoices apply the configured taxes to line items automatically.

Reports

Billing-relevant reports:

  • Collections & AR aging
  • AR aging by client
  • Realization rate (billed vs collected)
  • Client revenue
  • Financial summary

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