Create Your Whmcs Invoice Template for Legal Needs Effortlessly

Whmcs invoice template for Legal

[Music] lean Law's legal billing software is designed to make it easy to create and send invoices to your clients today we're going to go through L Law's billing workflow so you can learn about how easy it is to pull together all of your time create an invoice and then send it over to QuickBooks and have it be ready to email to your clients our focus is going to be on the workflow um we're not going to get into the details of some of the editing capabilities we have but that you can see in another video about our draft and creating invoices in depth video so as you can see we're in the ready to build page and we are going to step through Len Law's workflow designed to make it easy for you to go from collecting those time in to sending their information over to QuickBooks and sending invoices out to your clients we're on the ready to Bill page and here you'll see listed you'll see all of the information that's in a work in progress state so anything that hasn't yet been put on a draft bill you can see non-billable hours you can see billable hours you can see the billable amount fixed fees and expenses as well and this will be for any of the matters that you you have outstanding so we're going to take this ccnr for Bonner County development number 387 we're going to go ahead and with one simple click we're going to create a draft invoice and what you'll see here is now that will fall off that matter has now fallen off the list of things and ready to Bild and when we move to the next phase we move to our draft phase you will see that now we have a draft invoice for this for that matter The Next Step here will be to go in and open our draft editor and here you have lots of flexibility in terms of editing the information that's on the draft and we're not going to go into that in depth in this video but essentially what you'll use this for is to review the information make sure you have the right information on this invoice um and if you don't move the information off the bill um so that you get the right content for the invoice that you're going to send to your client you can go in and say you know what I'm going to write down this time entry we're going to write it down by half an hour um and so you'll see that automatically applies an amount you can also save for later change the matter um or hold off the next step here if we want to save save this in draft form we can go ahead and save or we can move on to the next step in the workflow in this case it is approved or if we're not quite ready to Bild for this yet we can undo the draft and send it back to our ready to build page I'm going to go ahead and approve this invoice and then you'll see we move to the next stage of the process and so if we go into approved you'll see here is our matter and invoice that we've looked here now the approved state is not a required part of the billing workflow um it's an optional choice we also have an additional optional choice of a review stage but essentially if you're going to use this stage you can use this for an extra set of eyes to come in and make sure you've got the right information on the invoice you might do this if you have billing coordinator coordinator or an office administrator going and pulling together all of the information for your invo but you want a responsible attorney to have final eyes on that invoice before you submit it over to QuickBooks so in this state you can go in and again you'll pop open the draft editor but you'll notice you cannot edit this um this just gives you the ability to review the information that's going to be presented on that final invoice and so once you are ready to submit that to QuickBooks you can quick click approve and submit and then then you'll be prompted for that and with that now you have sent that invoice over QuickBooks and there is a copy of that available um and you will be able to see here is the draft of the PDF for that invoice with all of the relevant information this is the same as the pdf version that would go to your client um and so here based on our invoice settings we've got our account summary our trust summary um retainer information our summary and then because we've elected to we have all of the trust activity for this particular client on this invoice from this manage invoices stage what you are looking at is all the invoices that have been submitted to QuickBooks and here you can see also in Lena and follow up with particular actions you can view the invoice like we just did you can open it in QuickBooks you can print you can email you can record payments you can pay it from trust a variety of different actions all designed to move forward to the next phase of collecting on what you've just built for we'll go into more depth about how you can communicate and send your invoices to your clients in another video um but this was an overview of how to step through the workflow in Billing so that you create and send invoice voes to your clients easily one additional thing to highlight here all of these actions that we have done can be handled in bulk so you can select multiple invoices multiple matters at a time while doing this so if you are really trying to scale your efforts you can do that easily thanks for joining us we hope this was an insightful view into how leanlaw approaches legal billing workflows and if you're looking for more information please visit Len law.co to get that information thanks so much