All Collections
Billing & Payments
How to manage invoices, payments, and common issues
Billing Workflow in LeanLaw: A Clear Guide
Assigning a Reviewer
Inviting, Managing, and Removing Users in LeanLaw
Workflow: Clients charged fixed fees monthly, evaluated Quarterly
Managing and Customizing User Roles and Permissions in LeanLaw
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]
Managing Your LeanLaw Subscription
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
Where's my email tracking?
Custom Fields
Emailing, Printing, and Downloading Invoices
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 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