When working within LeanLaw, users often need to locate invoices for any matter (archived or active). LeanLaw provides a straightforward way to manage and track invoices, enabling better organization and financial management for legal firms.
Steps to Locate Invoices
Access the Invoices Section: - Navigate to the 'Manage Invoices' area in LeanLaw.
Clear the Default State Filter: - By default, the 'State' filter in LeanLaw is set to 'Not Paid.' Clear this filter to view invoices in all states including Paid, Partially Paid, and Not Paid.
Search for the Invoice: - Enter the relevant client or matter name in the filters. This action will allow you to see all invoices connected to that client or matter, regardless of their current status (archived or active).
By following these steps, you can effectively locate a specific invoice for any matter that is archived or active in LeanLaw.