Associate Invoices

The Associate Invoices section makes it easy to manage billing for each matter. You can upload invoices, keep track of them, and see all related billing details in one place.
Billing Summary:
At the top, you’ll see an overview of:
  1. Budget: How much money is set aside for this matter.
  2. Spent: How much has been spent so far.
  3. Outstanding: How much is still unpaid.
  4. Average Rate: The average hourly rate being billed (if available).
You can also choose a date range to see this information for a specific time period, like this year or last month.
Upload and Manage Invoices:
  1. Click Upload Invoice to submit a new invoice for the matter.
  2. Uploads are reflected in the Invoice History table with the following key fields:
    • Status: Tracks the progress (e.g., Submitted, Reviewed, Approved, Adjusted).
    • Invoice # and Title: Helps identify the invoice at a glance.
    • Billing Period and Invoice Date: Shows the time the invoice covers and the date issued.
    • Total Amount: Displays the amount requested for billing.
    • Reviewer: Shows who is responsible for reviewing the invoice.
Smart Filters & Sorting:
  1. Use search and filters by Status, Reviewer, or other attributes to quickly locate specific invoices.
  2. Sort the table to analyze invoices by amount or date.