Manage Invoices

Within CosmoLex, you can view an invoice From Matters From Activities  From Matters From…

You may need to change an invoice after creating it, delivering it, or applying payment to…

Though you can always edit an invoice after you generate it, you can also delete it. From Ma…

The finalize function prevents changes from being made to partially and fully paid invoi…

You created your matters. You entered your time, or your expenses, or both.  If it is a fixe…

You can print invoices in PDF and Microsoft Word formats. From Matters  To print invoices…

You can send invoices for one matter from Matters, or invoices for several matters at once…

You can apply taxes to your client invoices at the firm, matter, and time/expense levels.…

When billing your clients, it is always a good idea to review your Work in Progress (WIP) to…

CosmoLex makes it easy to send reminders to clients when their invoices are overdue for pa…

When invoicing clients, you can include a cover page, or Client Statement, to accompany y…

You can apply a discount to an invoice or an invoice line item when creating or editing an in…

You can change an invoice total or write off the remaining balance after you have delivere…

Instead of itemizing soft cost charges to clients, you can include an overhead charge on y…

If you set a matter’s billing method to Fixed Fee, the system automatically catego…

You can copy your firm and third parties when emailing your invoices.  The Client Primary…

CosmoLex makes it quick and easy to track emailed invoices and confirm their delivery sta…

You emailed an invoice, but now you need to change it. And you would prefer your client does…

Firms emailing their invoices receive email notifications confirming when the clients…

Before you void or delete an invoice, you must unlink any payments associated with the inv…