The Invoices Tab tracks invoices and trust requests within the Value Tab of a Case. Invoices for the active Case can be downloaded, submitted, approved or denied, voided, and deleted in bulk.
NOTE: You must have at least Enabled permissions to the Case > Value Tab and to the Case > Invoicing Tab.
To access the Invoices Tab:
Open the desired Case and navigate to the Value Tab.
Select the Invoices view.
The Invoices view shows all invoices for the current Case and the status of each. A new Type column displays the type of invoice, e.g., Invoice or Trust.
NOTE: The Due column can now be sorted ascending or descending.
Filter Invoice Tab
Filters set on the Invoice Tab will persist when navigating away/returning.
Invoices can be filtered by the Type of invoice - All (showing Invoices and Trust requests), Invoice, or Trust.
Click the Status dropdown to filter Invoices by a particular status.
Select an invoice to display the preview pane of that item. The clicked row will show as the selected row for easier viewing when the side pane is open. Click the down arrow icon to download the invoice. Click the right arrow icon to open the invoice. Click the X to close the preview pane.
Multiple invoices can be downloaded, submitted, approved or denied, voided, or deleted using the checkboxes and options that display above the grid. Available options depend on the status of the selected invoice and the user's permissions.
Individual Invoices can be modified, downloaded, shared, or deleted from the kebab menu.
View/Edit – Opens the detail view of the Invoice. You can also double-click an invoice to see the detail view. Refer to Add New Invoice for a description of the detail view. Within the invoice detail view, Value items can be edited or deleted.
Download – Display the option to download the invoice in a preferred format. Refer to Download Invoices for more details.
Share – Due, Overdue, or Paid invoices can be shared as an attachment via email. Refer to Sharing Invoices. If your firm has the LawPay integration, invoices and trust requests can be shared with clients and paid directly from the LawPay payment portal. Payment details are automatically synced back to Neos.
Delete – Displays the option to delete an invoice. This can only be performed with the proper permissions. Refer to Delete Invoices for more details.
7. New Invoices can be added from the Invoices tab by clicking the + New Invoice button above the grid.
8. New Trust Requests can be added from the Invoices view by clicking the + New Trust Request button.