Creating Invoices

• Invoicing Logic and Invoice Types
• Invoicing Process in Different CSI Softwares
• Editing Individual / Multiple Invoices
• Replacing Invoice Specification with an Invoice Memo

Editing Invoices and Managing Sent Invoices

• Setting an Alert for Invoices that are X Days Overdue
• Previewing Invoice and Defining Invoice Printing Parameters
• Sending and Printing Invoices
• Sending E-Invoices
• Sending Invoices by Email
• Cancelling and Crediting Invoices

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Preliminary Invoices

• Invoicing Sub-Matters Through the Main Matter with Sub Preliminary Invoices
• What is a Preliminary Invoice?
• Defining Preliminary Invoice Review Process
• Creating Preliminary Invoices from Billable Matters
• Reviewing and Approving/Rejecting a Preliminary Invoice
• Editing Preliminary Invoice Entries

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Advance Invoice

• What is an Advance Invoice
• Creating and Editing Advance Invoices
• Registering and Cancelling Advance Payments
• Adjusting Advance Payments to Invoices and Cancelling Adjustments
• Refunding Advance Payments and Cancelling Advance Invoices

Summary Invoice

• What is a Summary Invoice
• Creating and Sending Summary Invoices
• Adjusting Payments for Summary Invoices
• Creating Payment Reminders for Summary Invoices
• Cancelling Summary Invoices

Proof Invoice

• What is a Proof Invoice
• Creating Proof Invoices
• Editing and Deleting Proof Invoices
• Copying Proof Invoices for Other Payers
• Printing and Sending Proof Invoices

Managing Payments

• Importing Payments as Reference Data
• Adjusting Reference Payments
• Managing Payments Manually
• Managing Underpayments
• Managing Overpayments
• Matching of Payments

Invoicing Matters Covered by Legal Expenses Insurance

• Adding Insurance Information for Parties
• Invoicing Matters Covered by a Legal Expences Insurance
• Common Invoicing Problems with Matters Covered by a Legal Expences Insurance

Integration to Bookkkeeping Systems

• Basic Integration Functionality
• Most Common Questions / Problems with Integrations

Assets

• Movable Property
• Customer Funds