After prepping your Clients and Matters and logging Expenses, you will want to be paid for all of your hard work on the case. Drafting an invoice with LeanLaw couldn't be easier. In this article, we will show you how to do just that.


1. Click on the Billing Tab.

To begin, click on the Billing Tab at the top of the page:


2. Choose Ready to Bill.

Click the Ready to Bill tab.


3. Select Client and Matter.

Under the Ready to Bill tab, click the radio button to select the Client and Matter for billing:

Note that you cannot click the gray "Create Draft Invoices" button until you have checked the Client and Matter you would like to bill.


4. Create the Draft Invoice.

Once you are ready, you will click the gray "Create Draft Invoices" button:

You will see this note pop up once you click to create a draft invoice:

As long as you have selected the right client and matters for billing, press "OK" to proceed.


5. Edit or Approve your Invoices.

From Ready to Bill, after setting up your drafts, you will then click on the Drafts tab.

Your invoices are ready to be approved. Click on an invoice to edit it:


6. Edit the invoice, as needed.

From here, you can either Cancel, to proceed with the invoice, if all looks good or Undo the Draft if you need to redo it. You can also Print it or download it to attach it to a LEDES billing. In order to download it, you will click the LEDES button and it will download to your Downloads folder on your hard drive.

After you check and complete your updates, you can click Save to return to the invoice screen or Approve to advance the invoice.

You can also click the 3 vertical dots on the side of the invoice:

and you will see this menu which provides you with the same options as are outlined at the bottom of the Draft Invoices screen:

So you have multiple ways to access, edit, view, and utilize the invoices.


7. Press Approve.

When you are ready to approve the invoice, press Approve. You can also press Approve and Submit to QuickBooks to save a step and send the invoice directly to QuickBooks.


8. Go to the Approved tab

Select the invoice you want to approve and click Submit to QuickBooks.

9. Navigate to the QuickBooks tab.

Once you have approved your invoices and submitted them to QuickBooks, navigate to the QuickBooks tab to see your invoices that you can now pay.


10. Choose Invoice Options.

You have several options once you get to the QuickBooks tab. You can use the buttons at the bottom to navigate or click on the 3 vertical dots on the side. We will go over the buttons at the bottom first:

Click Back to Draft to take the invoice to a draft.

Click the drop down arrow by Deliver to see the options for delivery:

Click the drop down arrow by Pay to see the options for paying:

You can make a payment from LeanLaw or pay from the trust.

When you click Record Payment, you will see this box pop up:

The payment methods will depend on what you have set up in QuickBooks Online. Once you set those up you will see them reflected in the QuickBooks Payment drop down menu. Once you have recorded the payment details, click PAY and the payment will be transacted.

When you click Pay from Trust, you will see this box pop up:

You can click Pay From Trust to transact a trust payment.

Click Attach Trust Statement to attach the updated trust statement.

Click Print to print the invoice to a PDF or printer.

Lastly, you can click the 3 vertical dots beside the invoice to pull up the menu options. As you can see, there are a few more menu options here:

Click View Invoice to view the invoice in LeanLaw.

Click Open in QuickBooks to view the invoice in QuickBooks.

Click View Original Draft to view the original draft of the invoice.

Click Back to Draft to take the invoice to a draft.

Click Email to email the invoice.

Click LEDES to download the LEDES file to your download folder.

Click Combined LEDES to combine the LEDES statements, which will download to your browser's download folder.

Click Record Payment to make a payment from LeanLaw.

Click Pay from Trust to make a payment from the trust.

Click Attach Trust Statement to attach the updated trust statement.

Congrats, now you have learned the ins and outs of billing!


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