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Create An Invoice And Send To Client
Create An Invoice And Send To Client

How To Create An Invoice And Send To Client With ZenCase

Christine Clark avatar
Written by Christine Clark
Updated over a week ago

Overview

Before you can send out a final invoice to a client, confirm with your firm administrator that the firm's billing information is setup properly.

Once you've generated pre-bills, you can view a specific pre-bill and preview the PDF version to make corrections before creating the final invoice.

After you've reviewed and approved your pre-bill, you are now ready to generate the final invoice.

How To Create A Final Invoice

There are multiple ways to generate a final invoice in ZenCase. You can generate invoices in bulk, generate an individual invoice, or generate and send the invoice to the client.

Generate Individual Invoice From Pre-Bill Edit Page

  • Go to Pre-Billed page from the left navigation bar

  • Search or filter your table results

  • Click on the Pre-Bill number from the "Pre-Bill #" column in the table

  • Review and make any edits to your pre-bill

  • When you've finished reviewing your pre-bill, you can now generate the final invoice

  • Click "Generate Invoice" and select:

    • Generate Invoice

      • This will only create final invoice PDF

    • Generate & Send Invoice

      • This will pop up a new window to confirm generating invoice and then ask you to select or add the email address in which to send the final invoice)

    • Generate & Print Invoice

      • This will generate the final invoice PDF and open the new invoice PDF in a new browser tab/window which will be ready to print

  • Once you've selected an option, your final invoice will be generated and the PDF version will be available from the Invoices page.

Generate Individual Invoice From Pre-Billed Table

  • Go to Pre-Billed page from the left navigation bar

  • Search or filter your table results

  • Select the "..." three dots icon from Actions column and select an option:

    • Generate Invoice

      • This will only create final invoice PDF

    • Generate & Send Invoice

      • This will pop up a new window to confirm generating invoice and then ask you to select or add the email address in which to send the final invoice)

    • Generate & Print Invoice

      • This will generate the final invoice PDF and open the new invoice PDF in a new browser tab/window which will be ready to print

  • Once you've selected an option, your final invoice will be generated and the PDF version will be available from the Invoices page.

Generate Invoices in Bulk

  • Go to Pre-Billed page from the left navigation bar

  • Search or filter your table results

  • Select the pre-bills with the checkbox in the table rows

  • Click "Bulk Action"

  • Select an option:

    • Generate Invoices

      • This will only create final invoice PDFs

    • Generate & Send Invoices

      • This will pop up a new window to confirm generating invoices and then ask you to select or add the email addresses in which to send the final invoices)

  • Once you've selected an option, your final invoice will be generated and the PDF version will be available from the Invoices page.

If you have any questions, please feel free to contact us.

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