View an Invoice
Within CosmoLex, you can view an invoice
From Matters
From Activities
From Matters
From…
Manage Invoices
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Edit an Invoice
You may need to change an invoice after creating it, delivering it, or applying payment to… -
Delete an Invoice
Though you can always edit an invoice after you generate it, you can also delete it. From Ma… -
Finalize Invoices
The finalize function prevents changes from being made to partially and fully paid invoi… -
Generate Invoices
You created your matters. You entered your time, or your expenses, or both. If it is a fixe… -
Print Invoices
You can print invoices in PDF and Microsoft Word formats. From Matters To print invoices… -
Send Your Invoices (Email & SMS)
You can send invoices for one matter from Matters, or invoices for several matters at once… -
Apply Tax to an Invoice
You can apply taxes to your client invoices at the firm, matter, and time/expense levels.… -
Pre-Bill Review
When billing your clients, it is always a good idea to review your Work in Progress (WIP) to… -
Overdue Invoice Reminders
CosmoLex makes it easy to send reminders to clients when their invoices are overdue for pa… -
Include a Client Statement with Invoices
When invoicing clients, you can include a cover page, or Client Statement, to accompany y… -
Apply a Discount to an Invoice or an Invoice Line Item
You can apply a discount to an invoice or an invoice line item when creating or editing an in… -
Change or Write-Off an Invoice Balance
You can change an invoice total or write off the remaining balance after you have delivere… -
Add an Overhead Charge to Invoices
Instead of itemizing soft cost charges to clients, you can include an overhead charge on y… -
Display a Detailed Description on a Fixed Fee Invoice
If you set a matter’s billing method to Fixed Fee, the system automatically catego… -
Copy Your Firm and Third Parties When Emailing Invoices
You can copy your firm and third parties when emailing your invoices. The Client Primary… -
View an Invoice’s Email History and Delivery Status
CosmoLex makes it quick and easy to track emailed invoices and confirm their delivery sta… -
Revoke Invoice Download Links
You emailed an invoice, but now you need to change it. And you would prefer your client does… -
View an Emailed or Shared Invoice’s Last Download Date, Time, and Source
Firms emailing their invoices receive email notifications confirming when the clients… -
Unlink a Payment from an Invoice
Before you void or delete an invoice, you must unlink any payments associated with the inv…
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