How to issue an invoice to the law office client? 

Infino Legal gives you the ability to issue invoices to your clients. In the invoicing module, you have the following capabilities: 

• issuing and editing invoices, 
• marking the status of invoices, 
• previewing invoices in PDF format, 
• generating a report of issued invoices, 
• monitoring statistics of paid invoices. 

With the invoicing module, all your documents are in one place, you can monitor payment status, and minimize the risk of calculation errors. 

Configuration of invoice data 

The first step before you start using this module is to configure your invoice data. You can do this as follows: 

1. In the main menu, click on the “Invoices” tab and select “Configuration”. 
2. Then click “Edit”. 
3. Enter the data that will be generated on the invoice. 
4. Enter the default number of days for invoice payment. 
5. Click “Browse” to add your law firm’s logo. 
6. Finally, click “Save”. 

Issuing an Invoice 

After configuring your invoice data, you can start issuing invoices. To do this: 

1. In the main menu, click on the “Invoices” tab and select “Invoices”. 
2. Click “Add invoice“. 
3. Choose the recipient. If they are not on the list, use the “Create new contact” option. 
4. Fill in the invoice number, issue date, sale date, and payment due date. 
5. Click “Next”. 
6. Then click “Add items” and enter the description, amounts, and VAT rate. 
7. Finally, click “Save”. 

The invoice is ready for download. 

Changing invoice status 

After creating an invoice or by clicking on a specific invoice from the list, you can change its status. 

This allows you to mark whether the invoice is a draft, has been sent and paid, or if the client is behind on payments. Additionally, in the system, under the “Invoices” tab -> “Statistics”, you can monitor how many invoices were paid in a given month. 

Report of issued invoices 

In the invoicing module, you can download a report of issued invoices for a specific billing period. To do this: 

1. In the main menu, click on the “Invoices” tab and select “Invoices”. 
2. Click the icon with three dots and select “Export to Excel”. 
3. Choose the date range and click “Generate”. 
4. Finally, “Download the file”. 

Editing an invoice 

To edit an invoice: 

1. In the main menu, click on the “Invoices” tab and select “Invoices”. 
2. Click the invoice you want to edit. 
3. On the next screen, click the icon with three dots and select “Edit”. 
4. Change the details and click “Save”. 

With the invoicing module, you can: 

• Quickly and efficiently create invoices, 
• Automatically calculate amounts and reduce the risk of errors, 
• Store information about clients and services provided to them in one place, 
• Monitor payment deadlines and track which invoices have been paid, 
• Generate financial reports to keep track of your company’s income. 

Granting permissions to the invoicing module to other law office users

The invoicing module is only accessible to system administrators and individuals granted access to it.

To grant a user access to the invoicing module, follow these steps:

1. Go to the main menu and select “Office” -> “Users and access”.
2. Locate the user for whom you want to grant access.
3. Click the three-dot icon next to the user’s name and select “Edit permissions“.
4. Next, check the box next to the message granting access to the Invoicing application.
5. Click “Save” at the bottom of the screen.