Billing

What is the 'Time and Expense' Tab in a Contact or Matter Record?

Reviewing the Time and Expense tab in Contact and Matter records

What is the Billing page in a Matter Record?

Summary of the billing page within a matter record

What is the 'Transactions' tab in a Matter Record?

View Transactions within a Contact Record

See all Transactions related to a contact record and what options are available

How to Close a Matter and Reconcile the Trust Account

How to Record Expenses

Add Funds to Matter’s Trust Account

Add a Manual Payment on an Invoice

Print an Account Statement

Learn how to print a detailed account statement listing the services provided, payments received, outstanding balance, and more.

Add a time entry

Track your time with ease using LollyLaw's time tracking features.

Apply Trust Funds to an Invoice

Depending on how you process billing, you may have clients paying into a trust account, where the funds will be held until they're ready to be used to pay invoices for services completed.

Create an Expense and Generate an Invoice

This guide explains how to create an expense and generate an invoice.

Milestone Billing

How to setup a matter to bill incrementally as milestones are reached

How to Add Funds to a Trust Account

You can easily add funds to a client trust and track balances during a case.

How to Record an Expense

Track any chargeable items or expenses incurred during the case by recording an expense record.

Generate a Bill/Invoice

How to approve charges and bill the client

Flat Fee (Traditional) Billing

How to setup a matter to bill under a fixed contract

Billing Overview

Billing is how Lolly tracks work and applies charges to a client’s account.

Pay a bill/invoice

How to make payment on a bill either from trust or by direct payment

Hourly (Trust) Billing

How to setup a matter to bill for Time & Expense

Issue a Credit

How to reduce the amount owed by a client

What are Bill Types?

Differences in accounting and billing for matters

Refund a Client

How to issue money remaining in trust back to the client

Move Funds

How to transfer funds between accounts

How to bill for additional services

How to create charges for services on a flat fee case that are in addition to the initial flat fee charge

How to generate initial bill for a flat fee matter

Streamlined approach to automatically create charge and invoice when opening a new matter

How to bill for a consultation

Streamlined approach to automatically create charge and invoice for a single consultation

How to print payment receipts

How to apply payment to a bill

How clients can pay by credit card or ACH (eCheck) payment using LollyPayments

Scan and Pay Option for Invoices

Make it easy for clients to scan and pay an invoice using their phone or mobile device.

How to Generate Expenses in Bulk

Your firm can now generate expenses in bulk across multiple clients and cases. Avoid the tedious work of manually billing the same amount to dozens of clients one by one.

How to Process a Quick Bill

In one easy step, you can now generate, approve, and process a payment for an invoice in LollyLaw.

What is a Quick Bill?

Accounting teams can now create a 'Quick Bill' to generate a charge, approve the invoice, and process the payment in a single step. Streamline your accounting team's process and start processing payments faster with LollyLaw's 'Quick Bill' feature.

How to Delete Manual Billing Entries (Payments & Refunds)

If a team member applied a payment or a refund to the wrong invoice for a client, you will want to delete that record before you create a new transaction for the correct invoice. The following instructions describe the steps to 1) delete a direct payment entry and 2) delete a refund entry.

Advanced Billing/Invoicing Features

Generate, approve, and process payments, all within one screen, using LollyLaw's advanced billing features.

How to Add and Apply Filing Fees

Recording and applying filing fees is easy in LollyLaw.

Send Client Invoices in Bulk