How Do I Bill A Client For an Expense?

When you pay a vendor or case-related fee, you have the option to note that the payment is an expense directly on the check as a hard cost or as a soft cost.

 

Hard Cost

A new check (hard-cost) can be created from two places:

1. Create a new check (hard-cost) from the Expenses tab of the matter:
   
   
   
2. Create a new check (hard-cost) from the Quick Add Tool:
   
   

When entering the information for the check, be sure to check off the "Bill" option to save the payment as a client expense, then click save:

The client can then be billed by going to the  Accounting section:

1. Click the "+" on the green action bar and select Invoice Unbilled Activities:
2. Select the expense that you would like to create an Invoice for:
   
3. Scroll to the bottom and click Generate Invoice:
   

The selected expense is now an invoice!

Soft Cost

A new expense (soft-cost) can be created from two places:

1. Create a new Expense (Soft cost) from the Expenses tab of the matter:
   
   
   
   
2. Create a new Expense (Soft cost) from the Quick Add menu:
   
   

When filling out the expense:

1. Select the Matter from the dropdown menu
   
2. Fill in a description of the expense (ex - Postage)
   
3. Enter the numerical amount without a $
   
4. Check off the Billable option
   
5. Save the expense
   

To bill the client for the expense, go to the Accounting section

1. Click the "+" on the green action bar and select Invoice Unbilled Activities.
   
2. Select the expense that you would like to create an Invoice for and click Generate Invoice(s):
   
   
   

The selected expense is now an invoice!

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