Invoice Types - LawPay Integration
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 a 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.
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.
For example, if you have created invoice types for Consultation Fee and Retainer Fee, as shown above, then you will see fields for each of these in the starred custom fields section on a matter's details page. This is shown below.
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.
Note how the consultation fee invoice type was created with a default, but the retainer fee was not, so we see that reflected on the matter's details page above.
You can click the edit button at the bottom right of a matter's profile to populate a value into these fields and/or change the default if you had set one for a certain invoice type.
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. Whenever using invoices in an automation, you will always be prompted to select the invoice type that applies for that 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.
Resending a Pending Invoice
You may also want to see an overview of all invoices that have been sent as well the status of those invoices. To view this, click on the settings gear icon near the top right, then select Integrations from the bottom left, and then select LawPay.
Here you can see all invoices that have been sent, which matter they were sent to, the amount of the invoice, the current status, the invoice type, the date, and you have actions on the far right to resend or cancel the invoice.
Each user can opt to turn on notifications for Charge Success, found in settings > notification settings. Once an invoice is paid, you will view the invoice as well as the funds directly in your LawPay account.