Billing workspace
Review the work ready for billing.
Keep billing close to the work.
Access billing within the practice platform instead of treating it as a disconnected administrative task.
Matter-related billing review
Confirm the applicable arrangement and supporting information.
Finance-team coordination
Follow up outstanding billing actions.
What you can try
- Review draft, outstanding and paid invoices.
- Create an invoice for a client, with an optional matter.
- Add line items or import an unbilled sample time entry.
- Finalise a draft and record a simulated payment.
How the information fits together
Information used
Client, optional matter, issue and due dates, item descriptions, quantities and prices.
Result
An invoice linked to its client, with totals that update as you edit the items.
The VAT toggle is an illustrative calculation. Demo invoices and payments are not sent or processed; confirm tax settings and accounting suitability separately.
Suggested practice workflow
Put billing into context.
Use these steps as a discussion starter for your firm’s own operating process. Configuration and availability should be confirmed during evaluation.
- 1
Review the work ready for billing.
- 2
Confirm the applicable arrangement and supporting information.
- 3
Follow up outstanding billing actions.
Make your demo count
Questions worth asking.
Go beyond the overview and confirm the details that matter to your practice.
Which invoice and fee structures are supported?
How are tax settings and adjustments handled?
Related modules
Accounting
An accounting workspace sits alongside the operational modules, giving finance teams a clear entry point for their work.
Explore moduleBanking
Access the platform’s banking area alongside billing, accounting and debtor management.
Explore moduleDebtors
Manage collection records for debtors associated with instructing clients, separately from the firm’s own fee invoices.
Explore module