Invoices

The Invoices area lets you bill attorneys for your time, send polished invoices by email or share-link, and track who has paid, who's overdue, and what's still in draft. The entire experience runs from a single editor sheet — there are no separate "create" and "edit" pages.

#Where to find Invoices

From the Expert Dashboard sidebar, open Invoices. The list view is your home base:

• Status tabs: All, Draft, Sent, Overdue, Paid, Void.
• Search: filter by invoice number, client name, or memo.
• Sort: by date, amount, invoice number (numeric-aware — INV-9 sorts before INV-10), or status.
• Summary cards at the top show totals for Outstanding, Overdue, and Paid in the last 30 days.

The Overdue tab counts invoices whose due date has passed and aren't yet paid or void. The same invoices also appear under the Sent tab — Overdue is a derived overlay, not a separate status.

Screenshot

The Invoices list view. Top: status tabs (All, Draft, Sent, Overdue, Paid, Void) with counts; search input on the right; sort dropdown. Middle: three summary cards (Outstanding, Overdue this period, Paid last 30 days). Bottom: invoice table with columns for Invoice #, Client, Issued, Due, Total, Status badge, and a row-action menu.

#Creating an invoice

Click New Invoice in the top-right. The Invoice Editor sheet opens.

1. Bill To — pick an existing client from the dropdown, or click + Add client to create one inline. The client's name, email, and address pre-fill from your saved client record.
2. Dates — Issued defaults to today; Due defaults to 30 days out. Both honour your local timezone.
3. Line items — add as many as you need. Each line has a description, quantity, unit rate, and an auto-computed amount.
4. Notes — appear on the invoice body. Useful for "Payment terms: net 30" or a thank-you.
5. Advanced (collapsed by default) — discount (percentage or fixed), tax rate, memo, and custom fields.

Save options at the bottom:

• Save Draft — keeps it as a draft you can keep editing.
• Send — opens a confirmation dialog:
  • Email to client — sends the invoice as an email with a public viewing link.
  • Mark as sent — moves to Sent state without emailing (use this if you've already shared the invoice yourself).

The live preview pane on the right reflects every change in real time, so what you see is exactly what the client will see.

Screenshot

The Invoice Editor sheet. Left side: Bill To section with client dropdown, Dates row, Line Items table with a single row, Notes textarea, and a collapsed Advanced section with a Show advanced toggle. Right side: a paper-shadow preview card showing the rendered invoice. Bottom: Save Draft and Send buttons; the Send button opens a small dialog with Email-to-client / Mark-as-sent choices.

Tip: Discounts and taxes are computed on the server too, so what you see in the preview matches what the client receives — no rounding surprises.

#Editing an invoice

Click any row in the list. The same Invoice Editor sheet opens with the invoice's data loaded. There's no separate "edit page" — everything happens in the sheet.

If you change client name, amounts, or dates and try to close the sheet without saving, you'll get a "Discard changes?" prompt.

#Sending and resending

When you send by email, the recipient gets a link to the public invoice viewer where they can view the invoice, download a PDF, mark it paid, or request a resend. You can also:

• Copy share link (row action on the list, or on the detail page) — copies the public viewer URL to your clipboard.
• Send reminder — sends a follow-up email reminding the client to pay.
• Resend — re-sends the original email if the first one was filtered or missed.

#Status badges

Each invoice shows one of:

If the backend ever returns a status string the UI doesn't recognise, the badge falls back to the draft style with the literal status name — so a future server-side rename never causes the page to crash.

#Overdue detection is timezone-safe

The Overdue badge compares the invoice's due date against your local calendar date (not UTC). This avoids the classic bug where an invoice due "today" looks Overdue to users west of UTC just because the UTC clock has rolled over.

#Row actions

Click the three-dot menu on any list row for quick actions:

• Open — opens the editor sheet
• Copy share link
• Mark as paid / Mark as sent (status-dependent)
• Send reminder (Sent + Overdue only)
• Void invoice — confirms via a dialog before voiding

#Settings

Dashboard → Settings → Invoices is where you control how your invoices look and where you connect payment services:

• Business name, logo, address, accent colour — appear on every invoice and the public viewer.
• Payment URL — a "Pay now" button that takes the client to your preferred payment provider (Stripe checkout, PayPal, your firm's portal, etc.).
• Payment methods — free-form list of how you accept payment (ACH, check, wire, etc.) shown on the invoice footer.
• Default notes & memo — pre-fill new invoices with your standard payment terms.
• Custom fields — add fields like PO number, project code, or matter number that show on every invoice.
• QuickBooks Online integration — see QuickBooks Integration.

#The public viewer

When a client opens your invoice link, they see a clean, branded page with:

• The full invoice rendered exactly like your preview.
• A Pay now button (if you configured a payment URL).
• A Mark as paid button (for self-reporting after they pay outside the platform).
• A Download PDF button.
• An Email me a copy button (rate-limited so it can't be abused).
• A Request another link option if the original email expired.

On mobile, a sticky action bar pins the most-likely actions to the bottom of the screen so the client never has to scroll back up.

Tip: The public viewer URL contains a short, signed token tied to that specific invoice. Sharing the link gives anyone read access to that one invoice — but only that one.

#Need help?

If you hit anything unexpected, email [email protected] with the invoice number and a screenshot if you can.