Q: Is there a place to write payment instructions on an invoice?
A: Within LeanLaw's draft invoice screen, there is an editable notes section when you click to edit the Invoice memo.
Adding a note is an opportunity to communicate to your client payment instructions or other information pertaining to the invoice. You can customize the note in any draft invoice. If you need more information on how to get an invoice to the draft state, click here.
1. Click on Billing
Click on Billing in the main navigation bar. This will bring you to the Ready to Bill tab in the Billing page.
2. Click on Drafts and select an invoice
Click the Drafts button, just below the main Navigation bar. The Drafts tab is where you can find all of your invoices currently in a draft state.
3. Open a draft invoice
On the Drafts tab, click the invoice to which you wish to add billing instructions. This will open the draft invoice.
4. Click on the box below Memo
In the invoice draft, click the box below the word "Memo" to edit the Invoice Memo.
5. Add your payment instructions
In the Invoice Memo, type your invoice instructions into the box beneath "Note to add to the invoice."
Once you fill in the field, you will see it populating in the Final Memo Content. Additionally you can adjust other information to include or exclude Matter Totals, Trust Balance, and Hours Summary.
6. Click Save Memo
Once all changes have been made to the Memo select "Save Memo". This will update the memo on the final invoice.