Go to Billing, then QuickBooks:

You will see all invoices that were sent to QuickBooks from LeanLaw:

The invoices can be filtered a number of ways. If you can't find an invoice, try to adjust the filters:

  • Time Period - show invoices from a specific time range
  • Show Matters For User - show invoices only for clients/matters that a specific user is involved with or responsible for
  • Client - show invoices for a specific client
  • Matter - show invoices for a specific matter
  • State - show unpaid invoices ("Not Paid"), invoices that are overdue ("Overdue") or invoices that are fully paid ("Paid"). By default the page shows open invoices. You can also see all invoices by clicking the "x" in the filter
  • Delivery - see invoices depending delivery status - whether invoice needs to be emailed or printed, or whether they have already be delivered
  • Trust - see invoices for clients with a trust account balance

Invoice Functions

You can do things with individual invoices, or in bulk. Individual functions are available in the little "triple dot" dropdown to the right of the invoice:

Different functions are available depending on the invoice and the client. For example, "Pay from Trust" is only available if the client has trust funds. 

At the bottom of the list of invoices you have bulk functions. Select all or some invoices, then click a button for bulk functions:

For example, to email all invoices, select them all, then click the dropdown next to "Deliver", then select "Email":

Here is more information about specific invoice functions:

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