Lawmatics has a powerful integration with LawPay that allows you to automate the sending of invoices and collection of payment. This article will explain how to get invoices setup and how to use the feature. It is important to note that in order to use this feature you must have LawPay integration set up.
In order to send invoices and receive payment via automations you will need to have invoice types set up. In order to create invoice types, simply navigate to the Settings page and select Firm Settings form the left side navigation panel. You will see a section about midway down the screen entitled 'Invoice Types', as depicted below.
You should create an invoice type for all the different line items that you charge for. For example, 'Retainer Fee', 'Flat Fee' and 'Consultation Fee' are all great examples of items that should be created as individual invoice types.
IMPORTANT - When an invoice type is created, a corresponding field will be created on matters designed to capture the amount of the invoice for the particular matter. We automatically create the custom field for you and we add the word 'Amount' to the end of the invoice type name when creating the field. Be sure not to add the word 'Amount' yourself to the invoice type name.
When creating an invoice type, you have the option to set a default value for the invoice type. This will create a default value that gets filled in as the amount in the invoice type's custom field. You can always change the value of this field.
Once you have invoice types setup, you will be able to send invoices via automations and also use the payment of an invoice type as a trigger for an automation. You can also always send a one off invoice manually from the matter details page by clicking on Send Invoice from the bottom action bar.