How to Add an Invoice to a Case

How to Add an Invoice to a Case

This article will give instructions on how to create an Invoice within a Case. If you have QuickBooks Online, CampLegal will also create an Invoice in QBO. Please refer to this link for QuickBooks: Enabled Access for CampLegal

Instructions

  1. Use the Quick Search bar to find the case that needs an Invoice. Type in one-word and hit the enter key.

  2. Within Case click the Billing tab.

  3. Click the Invoices button.

  4. Click Add Invoice.

  5. There are two types of Invoices that can be created: Flat and Schedule Payments.

    1. Flat Invoice - Is an Invoice that allows the Client to pay via Check, Cash, Credit Card or ACH/eCheck.

    2. Schedule Payments Invoice - This is the best way if the Client agrees to give their Credit Card or ACH/eCheck information. CampLegal sends the payment information to LawPay and they will automatically will extract payments without any further interactions with the client. Set it once and leave it.

  6. Fill-out the Invoice and click Save.

  7. The Client will have access to the Invoice within Client Portal or you can email it to them.

  8. Put your mouse over the row of the Invoice.

  9. You are able to Email the Invoice or send a Pay Now Link.

    1. Email - Click the bulk mail icon. The email will be send to the client that was selected in the invoice.

    2. Pay Now Link - Click the paper airplane icon. An external link will be sent to the client that allows he/she pay without logging into the Client Portal. When paid with this link, the payment will be applied towards the Invoice within CampLegal and QuickBooks Online (if you’re using QBO).

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Info
If QuickBooks Online is enabled, CampLegal will create the Invoice in QBO as well.

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