All posts in Invoice

Logon to your LegalXGen Account. Go to Accounts Invoices Click on the ‘New Invoice‘ button on the top right. You’ll see the invoice data entry view. Mandatory fields are highlighted. Type: Select the option Client Specific Client Name: Choose the name of the client you wish to invoice. (typing few . . . Read more

  Logon to your LegalXGen Account Go to Accounts Invoices Identify the invoice which you need to send via email (either to client or internally for review). Go to the last column (Actions), you’ll see an option ‘Email Invoice‘, click on it. You’ll see a window which enables you to . . . Read more

Watch the steps. (20 Secs) Or, follow the steps below: Logon to Legalxgen Go to Accounts >> Invoices Identify the invoice which for which you wish to change the client. Click on Invoice No In the Invoice View click on Edit on the top right. Click on ‘change’ button present . . . Read more

Logon to your LegalXGen Account. Go to Accounts Invoices Click on the ‘New Invoice‘ button on the top right. You’ll see the invoice data entry view. Mandatory fields are highlighted. Type: Select the option Matter Specific Matter: Choose the name of the matter you wish to invoice. (typing few characters . . . Read more