Create a new proof invoice as follows:

1. Go to the Proof Invoice folder either in the Financial Management or in an individual matter.
2. Click New.
3. Check the basic information and make changes as required. 
   
   • If you created the proof invoice via the Financial Management area, choose a matter for it. If the invoice is created via the matter, the matter is filled in automatically.
   • The Payer field automatically picks the matter party with the largest payment share, and the Payer’s Contact is updated based on the payer’s customer information.
   • In the Bank Account field, choose which bank account you wish to print on the invoice.
   • Delay interest and payment term are automatically filled in based on the system settings, but they can be edited.
   • The invoicing contact is automatically brought from the matter.
   • When saving, the proof invoice will get a reference number that is printed on the invoice. If your company is based in Sweden, it will be a Swedish OCR reference number.
   • Taxability comes from the customer, and it cannot be edited. If you need to correct the taxability, first change the customer’s home country, and then create the proof invoice again.
   • The invoice date is printed on the invoice. It can be set to a future date.
   • The legal aid request date is only used in Finland.
   • Share % comes from the party’s information in the matter.
   • The discount is picked up from the payer’s parameters, but it can be edited here.
   • The Additional Information field, if added, is printed on the invoice under the matter name.
4. Save the proof invoice by selecting e.g., the button in the upper left corner.
5. Next, select the entries to be included in the proof invoice:
   
   • The Start and End Dates define the period from which transactions and expenses are taken. Leaving them empty will add to the proof invoice all the entries of the matter.
   • Choose whether you want to add all registrations or only the open (uninvoiced) ones.
   • If the proof invoice has several payers, pick whether you want to create the proof invoice only for the payer’s share or for the full amount (100%).
6. Confirm by selecting OK.
7. Now, you can still edit entries in the Proof Invoice Rows folder. NOTE! All changes to the transaction and expense entries only remain in the proof invoice and have no impact on the original entries in the matter.

Using the ribbon functions, you can print the proof invoice as an email attachment utilizing a predefined email template.

You can also create a legal aid claim to the Finnish legal aid system Romeo or copy the proof invoice to another payer in case the matter has multiple payers. 
 

Creating proof invoices by phases

If matter phases are in use, you may want to select to a proof invoice only entries belonging to a certain phase. To make it easier, the Proof Invoice Rows folder displays a phase column. 

The phase is also displayed in the list where you can add new transactions and expenses to the proof invoice.

A new proof invoice cannot be created directly based on a phase, but the rows to be excluded from the proof invoice must be removed separately. Removing or editing a phase of a transaction or expense in a proof invoice has no impact on the original entries in the matter.