Create an invoice
Bill a client, contact, or organization.
Bill a client, contact, or organization.
Open Settings, then Billing and Invoices, and choose Create Invoice. This action depends on your firm's plan and your permissions.
Choose Bill Invoice or Trust Invoice, then select who will be billed. Follow the form and review the charges, amounts, dates, and recipient.
Save the invoice and confirm it appears in the invoice list before sending it to the client.
