Invoices & payments
Bill clients, get invoices approved and sent, and record what you're paid.
How invoicing worksInvoices are created on a matter and billed to one of its clients. Each invoice moves through these statuses:Creating an invoiceThe Live preview shows the invoice as the client will see it while you work.Approving invoicesApproval gives a second pair of eyes before an invoice reaches a client. You need the Approve invoices permission.Sending invoicesAn approved invoice can be emailed to the client or marked as sent.Recording paymentsPayments can only be recorded on invoices that have been sent. Mattersimple marks an invoice Paid when its balance reaches zero, and back to Sent to client if a payment is later refunded or voided.Refunds, voids and cancellingAn online payment is refunded to the client's card through Stripe. A manual payment's refund is only recorded: pay the money back yourself. If a payment from before the online payment fee was retired...Online paymentsOnline payments are optional: you can always record payments by hand. With them, clients can pay invoices by card through Stripe, and the money goes to your firm's own Stripe account. You need the Man...The Invoices listThe Invoices page in the sidebar lists every invoice you can see, across all matters, with totals for Outstanding, Overdue and Paid.
Still need help?
Send a request to the Mattersimple team and we'll reply by email.