How to Bill to a Third Party in Matters.Cloud

How to Bill to a Third Party in Matters.Cloud

Introduction

In Matters.Cloud, third-party billing is used when you need to raise an invoice to a parent company, agent, or any other third party that differs from the client to which a matter belongs. This feature ensures that billing information, tax details, and compliance steps are properly managed.

Create a Third Party as a Client

Each third party must be created as a separate client record to ensure billing information, tax details and compliance steps are followed. 

Steps:
  1. Go to the Clients section in Matters.Cloud.
  2. Click on the Add New Client button.
  3. Fill in the necessary details for the third party, including billing information and tax details.
  4. Save the client record.
This step applies even if the third party does not have any matters which are 'owned' by them.

Create an Invoice to a Third Party

When creating a new invoice, it is possible to specify that the invoice be Payable by a client that differs from the Client which owns a specific matter.

Steps:
  1. Click on the Create Invoice button.
  2. In the Payable By section of the invoice creation form, select the third party you have set up as a client.

Review an Send Invoice

Steps:
  1. Ensure all details on the invoice are correct, including the billing address, tax details, and the amount.
  2. Once reviewed, send the invoice to the third party using either the Send via email, or Mark as complete buttons.


    • Related Articles

    • Managing Invoice Payments in Matters.Cloud

      Introduction This knowledge base article provides a comprehensive guide for managing invoice payments within the Matters.Cloud platform. It covers recording new payments, deleting payments, and creating invoice write-offs. Follow these instructions ...

    • What Data Can I Migrate From ESILaw To Matters.Cloud?

      Overview Matters.Cloud provides a simple to use facility to import data when migrating from third party applications. Before attempting to migrate data into Matters.Cloud you should ensure that it is consistently formatted and backed up. Answer ...

    • Getting Started With Matters.Cloud

      Introduction Welcome to Matters.Cloud, your all-in-one cloud-based solution for modern legal practice management. Whether you're managing a bustling law firm, a corporate legal department, or operating as an independent practitioner, Matters.Cloud is ...

    • What Data Can I Migrate From Clio To Matters.Cloud?

      Introduction When transitioning from Clio to Matters.Cloud, it's essential to understand which types of data can be migrated to ensure a smooth and successful transfer. This knowledge base article outlines the various data categories that can be ...

    • What Data Can I Migrate From Rocket Matter To Matters.Cloud?

      Overview Matters.Cloud provides a simple to use facility to import data when migrating from third party applications. Before attempting to migrate data into Matters.Cloud you should ensure that it is consistently formatted and backed up. Answer ...