Legal Billing
How to Issue a Credit Note in Matters.Cloud
Introduction Issuing a credit note in Matters.Cloud is a straightforward process that allows you to adjust or correct invoicing errors. Follow the steps below to create a credit note for any invoice within the Matters.Cloud platform. Note: ...
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, ...
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 ...
Using the Invoice Lock Date in Matters.Cloud
Introduction In this knowledge base article, we'll guide you through the steps of setting an invoice lock date within the platform. The invoice lock date is designed to maintain the integrity of your financial records. By setting an invoice lock ...
LawPay: Setting Up Your Integration
Introduction Integration with LawPay is available to users of Quickbooks Online, the details of this are available via the following link: QuickBooks Online Integration – LawPay The following steps explain how to embed a LawPay link within the email ...
Managing Outside Counsel Guidelines
Overview Outside counsel guidelines (OCGs) have become a standard part of the relationship between law firms and their clients. Typically, OCGs are created by in-house counsel and set out the policies and procedures governing the relationship, ...
What Types Of Billing Arrangements Are Supported?
Introduction Matters.Cloud supports a variety of billing arrangements, ranging from traditional hourly rates to more flexible options like fixed fees and capped arrangements. This flexibility allows firms to automate and streamline the billing ...
How Do I Import Invoices?
Overview Matters.Cloud provides a simple to use facility to import existing invoice data when migrating from third party applications. Import Formats The following file formats are supported: Microsoft Excel (.xlsx) Comma Separated (.csv) Import ...
How Do I Create A Bank Account?
Introduction In this knowledge base article, we'll guide you through the essential steps of setting up bank accounts within the platform. Bank accounts serve as pivotal components for various financial transactions, including issuing invoices, ...