Recording Previous Invoice Payments
Your next step is to select the invoice's status as "Sent". This allows you to create the invoice without actually sending it at this time by recording that it already has a sent status.
When creating the invoice, select the status as "Sent". This will create the invoice without actually sending it to the recipient. The invoice can then be viewed on the Invoices dashboard or once again on that individual matter's profile.
You can then update the status of the invoice to reflect it as paid by clicking the button highlighted below on the right side of the screen.
This is extremely useful for recording revenue from a past invoice without the client needing to receive a duplicative invoice. It can also be used for migrating past payments into Lawmatics from your previous billing software.
How do I keep track of the status of all of my firm's invoices?
The best place to view an overview of your firm's invoices is on the Invoices page under the Billing tab. Here you will see a status of each invoice listed as Draft, Sent, Partially Paid, or Paid.