With recent updates in invoicing software, like changes in QuickBooks, LeanLaw offers a specialized invoicing solution tailored for law firms. Ready to explore LeanLaw's new Invoice PDF feature?
Key Features of LeanLaw’s Invoicing
Multiple Templates
Pro users: Access up to three templates
Core and Pioneer users: Access one template
Customizable to reflect your brand and client needs
Invoice Email Customization
Include your firm's logo in the invoice email
Choose summary options: account summaries, retainer summaries, hours
Provides information on balances, payments, and new charges
Dynamic Updates
Invoices update automatically with any payments made
Ensures clients receive the most current account status
Note: This feature is in Advanced Release and is currently opt-in only. To opt in and start creating your own invoice template, reach out to our Support team at support@myleanlaw.com
Ready to make your firm stand out? Let's start with creating an invoice template.
Watch the video or read on below to go through each step!
Note: You will need access to your firm settings in order to proceed. If you don't have access, please reach out to your firm administrator or owner.
Go to your LeanLaw Firm Settings page
At the left-hand menu, scroll down to the "Invoice Email" section
Click on the green "+ New Template" button on the upper right
4. From that page, you can toggle what columns to show or hide, click and drag to reorder the columns, and choose what language to include in the invoice template.
5. Once you are happy with your template, you can click on "Save Template" at the bottom of the screen.
6. After you click Save Template, you will be redirected back to the invoice template screen. Click on the far-right three dots and set your template as the default by clicking "Set as Default".
With your template set and labeled as "Default", you are ready to begin invoicing!
For Pro Users
Design up to 3 templates and choose one as your default. You can create a template that fits with your client's needs! Keep reading to find out how to switch templates.
If you have more than 1 template, you can assign one as a "Default" by clicking the three dots to the right of the template and selecting "Set as Default".
If you want to set a specific template for a client or matter:
Find the client or matter by searching for them under either the "Client" tab or "Matters" tab.
Go to the "Billing and Rates" tab for the Matter.
Click on "Invoice Template"
Select the desired template from the drop-down.
Click "Save"
Now your invoice for that client will be specifically set to your desired template and you can continue invoicing through LeanLaw.
Common questions about your invoice PDF through LeanLaw
➡️ What happens with my invoices in QuickBooks Online?
LeanLaw will still send QuickBooks Online all the information as usual, and QuickBooks will apply their formatting for your accountant or bookkeeper to reference that contains all crucial information.
The invoice you set up in LeanLaw is meant to be client-facing and specific for your firm's needs.
➡️ Does this functionality cost extra?
Not at all! This does not increase nor change the cost of your LeanLaw subscription.
➡️ How do I change the company information showing in the invoice? (Email, company name, address)
This is still stored in QuickBooks, so you will be able to update this in your QuickBooks settings.
➡️ What happens to my LEDES files?
This update does not affect your LEDES files whatsoever.
➡️ I want to email my invoices, how do I do that?
You can email through LeanLaw by going to your Manage Invoices page and clicking on the "Email" button to the far right.
Note: You must have set up a sender address before emailing through LeanLaw. Learn how to email invoices at no extra cost through LeanLaw by clicking here:
Additional resources:
Watch the Invoice PDF Masterclass - where we answer live questions from firms like yours about the Invoice functionality.
Explore the new Invoice PDF feature hands-on: Take the Tour