Choose the activities
Select the billable work you want to include in the invoice.
Bring recorded billable activities into your invoice. Keep the client, matter, description, and time connected throughout the process.
Professional services · Illustrative example
Review draft agreement; confer with client regarding revisions
Select billable activities and review the billing details before generating a PDF invoice. The example shows how a reviewed activity can appear as a clear invoice line.
Select the billable work you want to include in the invoice.
Review descriptions, time, rates, and invoice information before finalizing.
Create a PDF invoice using the billable activities you selected.
Every firm has its own billing requirements. Confirm support for your required increments, formats, exports, and payment workflow before relying on any billing software.
No. This concept demonstrates note capture, activity review, and invoice preparation. It makes no claim of trust accounting, IOLTA, or LEDES support.
No. Names, matter descriptions, rates, and amounts in these illustrations are fictional.
Check the recipients and message, review the PDF, and confirm sending. Saving a draft does not email the client.
Explore invoice sending →Select configured bank transfer, check, and eligible Stripe online options for each invoice.
Explore payment methods →Sent invoices retain locked activity rates and recorded payment instructions. Resends preserve the issued PDF.
Explore issued invoices →Start with a note. Keep the details through to the invoice.