Billing & Payments
How to manage invoices, payments, and common issues
Billing Workflow in LeanLaw: A Clear Guide
Inviting, Managing, and Removing Users in LeanLaw
Assigning a Reviewer
Managing and Customizing User Roles and Permissions in LeanLaw
Workflow: Clients charged fixed fees monthly, evaluated Quarterly
How To: Delete Entries, Expenses, and Fees
How to Split Fixed Fee Revenue Between Users
How do I Remove an Unbilled Fixed Fee? [FAQ]
How Do I Add a User to all Matters for a Client? [FAQ]
How Do I Add a Fixed/Flat Fee to a Matter? [FAQ]
How to Add a User and User Management
Introducing LeanLaw's Enhanced Fixed Fee Functionality
Understanding Key Fields when creating a Fixed Fee
How to Create a Fixed Fee Template in LeanLaw
Configuring Payment Allocation
How Do I Set the Default QuickBooks Service for Invoices?
How Do I Retrieve an Invoice Deleted from QuickBooks Online
Including Sales Tax in Invoices
Invoice Examples
How To: Discount Invoices
How To: Combine Invoices
How to Undo an Invoice from QuickBooks Online
How To: Change Your Firm's Billing Address
How to Bill Contingency Matters
How To: Add interest for late payment of an old invoice on a new invoice
How to Include Previous Balances in Current Invoices on QuickBooks Online
How To: Batch Send/Print Invoices from LeanLaw
Manage QuickBooks Online Invoices
How to Apply Credits or Overpayments to an Invoice
How To: “CC” Invoices to Responsible Attorney
How To: Change the invoice date after the invoice was approved and sent to QuickBooks Online
How To: Make Changes to a Paid Invoice
How To: Customize Invoices to Add Matter Name, Reference Numbers, and other Custom Fields
Using Write-Downs
How To: Pay An Invoice With Trust in LeanLaw
How Do I Get A List of Previous Invoices and Payments? [FAQ]
How to Use Block Billing
How Do I Write-Off Bad Debt?
How do I Adjust Default Payment Terms for Invoices? [FAQ]
How Do I Set the Firm's Default Invoice Date? [FAQ]
How to: Setup and Customize Your Invoice Presentation
How To Set Up LeanLaw's Email Service
The 9 "states" of Emails sent through LeanLaw
Surcharge Accounting
Setting Up Invoice Reminders in LeanLaw
How To Copy a Payment Link
Invoice Email Account Summary
How to Remove Client ID from Invoices in QuickBooks Online
How to Create and Send Invoices
Introducing New Invoice PDF Functionality: Customize Your Billing with Ease
How to Design and Personalize an Invoice Template in LeanLaw.
LeanLaw's Account Summary
How to Reverse a Distribution Draft and Reassign to Payments
Using Distributions
Supported Attachment File Types
Emailing, Printing, and Downloading Invoices
Introducing the New Draft Editor: A Smarter Way to Edit Invoices
How can I locate an invoice if the matter is archived in LeanLaw?
Does LeanLaw Integrate with LawPay?
Email Keywords
Where's my email tracking?
Why do rates in LeanLaw draft invoices sometimes default to $0, and how can this be resolved?