Invoices can be created direct from a Matter in mattero. They can also be created individually or in batches of up to 100; for this process view the Create Invoices article.
Creating an Invoice from a Matter
To create an Invoice via a Matter:
- In the Costs tab of a Matter, select one or more Cost records (use Ctrl/Shift + Click to select multiple rows), then select Invoice Actions and Create Invoice.
Please note, selecting Invoice Actions and Create Invoice without selecting any Cost records will generate an Invoice for all Cost records.
- Alternatively, in the Invoices tab of a Matter, select Create Invoice.
- Edit an Invoice's details in the left column (such as its Invoice Number, Issue and Due Dates, and Invoice Status) as needed. Please note, the Invoice Contact will set as the client by default, but this can be edited for cases where the client is not liable for the Invoice.
In the right-hand column, select the Edit () icon to edit a Time Record or Expense's details, or select the Delete () icon to remove it from the Invoice.
Adjustments to the Invoice can also be made via the Adjustment button. View the Edit and Adjust Invoices article for more information.
- When all changes are made, select Generate Invoice.
Please note, all Invoices here can be exported as a combined PDF file from this screen. View the Export Invoices as a PDF article for more information.