Overview

In Docketwise, you can easily draft invoices for your contacts/matters.

When creating an invoice, you may choose between a Bill or a Trust Request. The main difference of these invoice types are where the payments will be able to be recorded in Docketwise:

  • Bill: Payments may be recorded/deposited into your Operating Account

  • Trust Request: Payments may be recorded/deposited into your Trust Account

Note: If you have not yet set up bank accounts in Docketwise, you will need to do so before being able to record payments.

Contents


Creating a Bill

In order to create a new Bill, you will need to follow the steps below:

  1. Click the Create New button

  2. Select the Invoice option

  3. Select the Preparer

  4. Select the Client to be associated with the invoice

  5. Select Bill as the invoice type

  6. Select the Matter to be associated with the invoice

  7. Click the Create Invoice button

Once the invoice is created, you are able to adjust the invoice's settings and add charges.

Adding Invoice Charges

In order to add charges, you will need to follow the steps below:

  1. Click on the Invoice Charges tab

  2. Select whether the charge is a Service or Expense fee

  3. Enter the charge's description

  4. Enter the charge amount

  5. Select the charge date

  6. If you need to add more charges, simply click the New Charge button and repeat steps 1-5

Note: If you have commonly-used or flat rate charges, you can also import Saved Charges (click here to learn more). You can also import Time Entries for the related contact/matter to bill for your time (click here to learn more).

Once you have added the charge(s), you are able to record a payment for the invoice via the following methods:

Invoice Settings

In order to apply discounts, edit the issued and due dates, invoice number, invoice reminders, set up a payment plan, and additional invoice settings, you may do so under the Invoice Settings tab

Note: You can also set up default invoice settings for invoices made by your firm (click here to learn more).


Creating a Trust Request

In order to create a new Trust Request, you will need to follow the steps below:

  1. Click the Create New button

  2. Select the Invoice option

  3. Select the Preparer

  4. Select the Client to be associated with the invoice

  5. Select Trust Request as the invoice type

  6. Enter the trust request amount

  7. Select whether the funds should be saved at the client or matter level

  8. If you selected the matter level, enter the matter to be associated with the invoice

  9. Click the Create Invoice button

Once the trust request has been created, you are able to record a payment for the invoice via the following methods:

Invoice Settings

In order to apply discounts, edit the issued and due dates, invoice number, invoice reminders, set up a payment plan, and additional invoice settings, you may do so under the Invoice Settings tab

Note: You can also set up default invoice settings for invoices made by your firm (click here to learn more).

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