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:
Click the Create New button
Select the Invoice option
Select the Preparer
Select the Client to be associated with the invoice
Select Bill as the invoice type
Select the Matter to be associated with the invoice
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:
Click on the Invoice Charges tab
Select whether the charge is a Service or Expense fee
Enter the charge's description
Enter the charge amount
Select the charge date
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:
Click the Create New button
Select the Invoice option
Select the Preparer
Select the Client to be associated with the invoice
Select Trust Request as the invoice type
Enter the trust request amount
Select whether the funds should be saved at the client or matter level
If you selected the matter level, enter the matter to be associated with the invoice
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).