Create an invoice

Learn how to create an invoice for time and disbursement activities in triConvey.

Table of Contents

• Getting Started
• Create a draft invoice
• Enter the invoice details
• Send the invoice
• View the list of invoices
• Next Steps
• Did you know

Getting Started

Create a draft invoice

1.    Open a Matter from the triConvey Companion Site Web App and select the Invoices tab. 

2.    Select Create invoice.

Tip:  You can also create draft invoices in bulk for multiple matters.

Enter the invoice details

Before you send the invoice, ensure that all required fields and time, fee or disbursement entries are filled in.

1.    Review the Issue Date and Due Date.

2.    Confirm the Debtors/Clients to receive the invoice.

3.    Select Edit invoice options to choose the invoice template and edit the body of the invoice.

4.    Tick all the components you want the final invoice to show.

5.    In the Summary section, enter a summary message to be included in the body of the email containing the invoice.

6.    Review the Time & Fees and Disbursements sections. You can check each entry by selecting the arrow icon under the View column.

Tip:  Add additional entries by selecting Add Entry and entering the details.  To write off entries, tick the box in the W/O column against that entry and the amount will be removed from the invoice total.

7.    The totals displayed on the right-side panel will update as you add, remove and edit entries.

• To apply a discount on the invoice, tick Apply discount on fees. Learn more about applying discounts to an invoice.
• To apply a surcharge, tick Apply surcharge. Learn more about applying surcharges to an invoice.

8.    Select View Preview at the bottom of the side panel to check the invoice as a PDF.

9.    To save the draft so you can work on it later, select Save Draft.

Send the invoice

Choose if you want to email the invoice to your client or send it securely via Messages.

1.    Select Final on the right panel of the draft invoice.

2.    Toggle between sending the invoice via Email or Client Portal.

3.    Once you're ready to send the invoice, select Finalise and Send. This will move the invoice from a draft state to Unpaid.

You can also send an invoice to multiple recipients.

View the list of invoices

You can access all invoices generated by your firm by selecting Invoices from the left menu of triConvey Companion Site web app.

Next Steps

Once you've sent an invoice to a client, you can record a payment against the invoice, either paid manually or via credit card (powered by Stripe).

Did you know

• If you have the Xero or MYOB Essentials integration turned on, a paid invoice will feed through to your Journal Reports and Bank Account/s in your accounting software.
• If you do not wish to display time entries on fixed fee invoices, create a fixed fee invoice.
• If you need to display non-billable time entries on an invoice, configure the invoice to show non-billable entries.