This guide explains how to create a separate expense and invoice it using Lollipayments. Let's look at the steps:
Step 1: Open Matter Record
Open the relevant matter record and select Actions.
Step 2: Add Expense
Click Add Expense from the Actions menu.
Step 3: Enter Expense Details
Fill in the expense details, including the title, amount, expense category, secondary fee type, and any additional description.
Step 4: Save the Expense
When all details are entered, save the expense.
Step 5: Go to Billing Invoices
Navigate to Billing Invoices and Trust Requests to start generating an invoice.
Step 6: Generate Invoice
Select the Actions button and choose Generate Invoice.
Step 7: Review Expense for Invoicing
The newly created expense will appear and be available for invoicing.
Step 8: Set Up Invoice Details
Configure the invoice by setting the due date, adding a tax percentage, discount, or credit as needed.
Step 9: Adjust Invoice Options
Change the invoice detail level, include an account statement, and approve bills as necessary.
Step 10: Apply Trust Funds (Optional)
If funds are available, apply funds from Trust to the invoice.
Step 11: Generate the Bill
Once the invoice is ready, select Generate Bill.
After creating the invoice, your office can send the bill directly to the client, accept payment via Lollipayments, or apply funds from Trust.
Lollipayments helps you track reimbursable expenses separately while providing clients with a seamless payment experience.
For more information, visit help.lollylaw.com or contact support via email.