You can either invoice a single case or bill multiple cases in bulk. Single case billing and multiple case billing are similar. Below are detailed instructions:
a. Single case billing
Step1: Choose "Bill Single Case".
Step2: Select Case ID, Client ID from the drop-down list.
(Note: The Drop-down lists may take some time to load, please be patient)
Step3: Click "+Add item" and input billing items and save.
Step4: Edit/delete existing items before sending them.
Step5: Click "Save & Send" on the upper right corner to send the client invoice.
b. Multiple case billing
Step1: Choose" Bill Multiple Cases".
Step2: Select Client ID from the Client drop-down list (item 1).
(Note: the drop-down lists may take some time to load, please be patient)
Step3: Select Case ID from the Case drop-down list (item 2).
Step4: Click "+Add item" (item 3) to add billing items for one case and save;
Step5: Review the total amount for one invoicing case (item 4).
Step6: Edit/delete existing items (item 5) for this case, or delete one case invoice (item 6).
Step7: Click "Plus" (item 7) to add multiple cases for this invoice.
Step8: Review the total amount for all invoicing cases.
Step9: Click "Save & Send" on the upper right corner to send the client invoice.
Client invoice payment
Once an invoice has been sent, the client will receive an email from LawPay stating the details under your law firm's name.
By clicking "VIEW BILL AND PAY", clients will be able to remit the payment online.
The invoice payment status will be synced with NEUTRINET and LawPay.
Sample Client's Payment letter:
Invoice tracking and management
a. Search invoice(s).
b. Create a new invoice (Note: Newly created invoices will be displayed first).
c. Review the list of Invoices and details.
Tracking invoices in NEUTRINET
a. Paid amount versus Total billed amount.
b. Status of the invoice.
c. Update Status: Containing the date and time for the latest update synced with LawPay.
- Updated (Green): The status is synced with LawPay.
- Delayed (Yellow): The status fails to sync with LawPay. Due to the internet connection or other issues, status sync with LawPay has been delayed. NEUTRINET will make another attempt shortly.
- Stopped (Grey): Payment is completed or LawPay integration has been removed from NEUTRINET.
d. Review detailed information on the invoice.