Creating an Invoice Using LeanLaw + QuickBooks
Navigate to the “Billing” tab in your LeanLaw software.
On the left side of your screen, you’ll see a series of options by which you’ll sort your time entries. There are four filters that you can employ to refine your selection: Client, Matter, Time Period and Responsible Attorney.
You can sort by Client.
You can sort by Matter.
You can sort by Time Period.
You can sort by Responsible Attorney.
Once you have selected your filters, the software will show all relevant time entries.
If you want to edit a time entry, you can do so by double-clicking the entry, or you can click the
and select the Edit option.
This is how the invoice will look in QuickBooks.
When you click the green button, Send Invoice to Quickbooks, your invoice will be sent to Quickbooks. You will need to go to QuickBooks to send the invoice to the client.
If you wish to pull the invoice back from Quickbooks, click the
and select Undo invoice and remove from QuickBooks. Please note that if you change the invoice from within QuickBooks, it will not reflect back into LeanLaw software.
Removing the invoice will delete from QuickBooks:
- the invoice,
- any Client/Matter information that was synced in addition to
- updated contact information, rates, responsible attorney, etc.
Once in Quickbooks, select Clients on the left-hand side of your screen.
By searching either the Client or Matter, Quickbooks will show you the list of invoices you sent from LeanLaw.
To view the desired invoice, select not only the Client, but the Matter. Click the desired entry to proceed.
The invoice displays key information, including:
- time entries,
- billing information,
- dates, and
- total amount due.
To accept the information, click the green Save and send button.
In this last step of the invoicing process, you are able to preview the email and attached bill. When you click the green button Send and Close, the client will electronically receive the bill and will be directed through steps to complete payment.