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.


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