Print Invoices

In This Article…

You can print invoices in PDF and Microsoft Word formats.

Important

Use the Activities screen to print invoices from multiple matters.

From Matters 

To print invoices for a single matter:

  1. On the Matters screen, either double-click the matter or single-click the matter to highlight it, then from the toolbar atop the screen, click Details.
  2. From the Matters left navigation, click Billing.
  3. From the tabs atop the Billing screen, click Invoice.
  4. Single-click the desired invoice to highlight it.
  5. Click either Print > Selected for a single invoice, or Print > Multiple for multiple invoices.
    Printing a single invoice generates a PDF file. Printing multiple invoices opens the Print Multiple Invoices screen.
  6. Use the Invoice Date Range drop-down to apply your desired date range.
  7. Either uncheck, or leave checked the boxes to not include invoice(s) previously emailed or printed, as needed.
  8. In the upper right corner, you can change the default PDF format to Microsoft Word, as needed.
  9. In the By Invoice section, check the boxes for the invoices you want to print.
  10. Click Advanced Settings.
    The section expands.
  11. Confirm your Print Invoice Selection. You can hover over the fields’ question marks to view descriptions.
  12. Click Print.
    A window opens with the message Generating document.
  13. If you want to continue working while the print job downloads, click Add to Job List. You can view the Job List at any time.   

From Activities

Printing from Activities allows you to print invoices for multiple matters at once.

  1. From the Activities left navigation, click Invoices.
  2. From the toolbar atop the screen, click Print > Print Invoice (Multiple).
    The Print Multiple Invoice screen opens.
  3. From the Invoice Date Range drop-down, select the desired range.
  4. In the Show invoices grouped by section, click the radio button to select grouping according to Invoice, Matter, or Client:
Invoice This default filter allows you to select individual invoices. 
Matter This filter lists each matter and its unpaid balance.
Client
  • This filter lists each client and their total unpaid balance.
  • You can select one client at a time.
  • Your print output will include a client statement cover page with the unpaid invoices.
  1. Either uncheck, or leave checked, the boxes to not include invoice(s) previously emailed or printed, as needed.
  2. In the upper right corner, you can change the default PDF format to Microsoft Word, as needed.
  3. In the By Invoice section, check the boxes to select the invoices to print.
  4. Click Advanced Settings.
    The section expands.
  5. Under Print Invoice Selection, click the radio button for the desired setting. You can hover above the fields’ question marks for definitions.
  6. Click Print.
    A window opens with the message Generating document.
  7. If you want to continue working while the print job downloads, click Add to Job List. You can view the Job List at any time.
Updated on April 5, 2022

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