Bills & Invoices
Create professional financial documents, manage client billing, and track your firm's revenue with ease.
JuriCloud's billing system is designed to bridge the gap between legal work and financial recovery. Invoices can be generated directly from case activities, ensuring that every billable hour and expense is accounted for in a professional, ready-to-send format.
1. Creating a New Invoice
Generate detailed invoices by specifying the client, linking to a particular case, and adding professional line items for services or expenses.
Creating a Professional Invoice
A screen recording showing the selection of clients, case linkage, and dynamic total calculations.
Key Configuration Fields
2. Managing Invoices
The management dashboard provides a centralized view of all financial documents, with real-time status tracking and advanced filtering capabilities.
Filtering & Managing Financial Records
A walkthrough of the management table, showing how to filter by status and utilize the quick-action toolbar.
3. Detailed View & PDF
The detail view allows for a complete inspection of an invoice, its payment history, and provides the ability to generate a professional PDF for client distribution.
PDF Generation & Detail Inspection
Showcasing the detailed breakdown of services and the seamless transition to a print-ready PDF document.
4. Editing & Updating Invoices
Existing invoices can be modified to update payment terms, add new line items, or adjust financial calculations such as taxes and discounts before finalization.
Editing & Updating Invoices
Demonstrating how to update active invoices, adjust financial parameters, and commit changes securely.