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Help Invoices and money

Raising an invoice

From logged work to an issued bill, and what happens after you send it.

Open this page Reviewed 24 September 2026

Step by step

  1. Start from unbilled work The dashboard tile shows work that is logged, billable and on no invoice. Opening it brings those lines onto a draft.
  2. Check the lines Each is a description, a quantity and a rate. Edit the wording — the line the client reads should say what was done, not "professional services".
  3. Set who it bills to Usually the client on the matter. Bill-to takes a different name and address where the person paying is not the person on the record.
  4. Add tax if it applies Your GSTIN and tax mode come from Practice settings. Advocates billing only under reverse charge leave it blank, which is the normal case.
  5. Issue it A draft becomes sent. The client sees it on their portal, and the invoice gets its number from your own series.
  6. Email or print Email sends it from your own address if you have configured one, otherwise from the platform. The PDF carries a QR that opens your verified profile.
  7. Record the payment Payments go on the invoice as they arrive, part payments included. The balance, not the flag, is what the dashboard and the ledger use.

Worth knowing

  • Voiding a payment releases the work it covered back into unbilled. Cancelling an invoice does not unmake a payment already banked against it — settle the payment first if that is what you mean.
  • Invoice numbers come from your own prefix and series, and never repeat.

Questions

Can I bill without a case file?
Yes. Start a blank invoice and write the lines yourself.
Does the platform take a cut?
No. Clients pay you directly; the platform never touches the money.
What is the mark across the printed sheet?
An optional watermark of your own name, an ordinary anti-forgery measure. Practice settings turns it on.

Next

Payments, the ledger and what is overdue Recording money, reading the four figures on the dashboard, and chasing what is late. Plans and what they change What the free tier does, what a paid plan adds, and where to see what you are on. Case files: what goes in one Parties, court, stage, hearings, documents and the work log — and what the client sees of it.
All guides Reviewed 24 September 2026