The Matter Invoices page displays all Invoices related to a Matter; you can also create an Invoice for a Matter from this page. (View the Create Invoices from a Matter article for more information.)
From the Actions menu of an Invoice you can open the Invoice, manage its payments, write off or delete the Invoice, download the Invoice, exclude it from synchronising with Xero, and open the Invoice in Xero.
Please note, you must have integrated a Xero account with your mattero account to access these final two actions.
From the Bulk Actions menu (with two or more Invoices selected) you can export these Invoices to a PDF file, or export them to a CSV spreadsheet. (Alternatively, if no Invoices are selected, you can export all Matter Invoices to a CSV spreadsheet.)
You can also synchronise the selected Invoices with Xero, approve the Invoices, review and edit Draft Invoices (only Invoices with a "Draft" status can be selected for this action to work), and generate a Matter Financial Statement.
Payment, Review, Costs, Fees, Expenses, Billing