Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Invoices

Monitoring Your Posted Invoices

Once an invoice is submitted, you can track its approval status.
Required role | Any user with a system role of Firm Administrator or Firm User + Billing can see all invoices across all matters. Firm users with a system role of Firm Office Administrator may be able to view all invoices for the firm, or only invoices for their office, depending on how the Firm Administrator configured their permissions. If you do not have billing rights, you can see the invoices only for the matters in which you are a matter participant. Billing clerks can only view invoices from
View invoices
 on the Recent invoices page.
To track the progress of a pending invoice:
  1. Select
    Billing
     in the left navigation.
  2. If it is not already selected, select the
    View invoices
     tab.
  3. You can use the dropdown to limit your view to only pending invoices, invoices that were approved in the past 30 days, or invoices that were rejected in the past 180 days. Select an option and select
    Change view
    .
  4. You can use the collapsible sections to find information for other types of invoices, such as invoices that were disputed. In the applicable section, click the invoice number in the
    Inv. & Profile
     column to open the invoice to show information such as approval history and tax information.
To track the progress of a pending invoice from within a matter:
Required role | Matter participants
  1. Select
    Matters > Matter List
     in the left navigation.
  2. Select the matter name for the applicable matter.
  3. Select
    Invoices
    .

Tracking Invoice Payments

Your clients have the option to upload invoice payment information into Tracker, but are not required to do so. Although you will not be notified when an invoice is paid, you can check the status of the invoice by viewing the invoice profile. Payment information, including the check or wire number, appears in the header area.

This article applies to:

  • Product: Legal Tracker
  • Subject: Invoices
  • Audiences: Firm