Getting Started with Matter365
This video shows you how to create invoices with Matter365, the fully-integrated software that makes Microsoft 365 feel like it was built for law firms.
- Choose a matter you want to build from, and all client information appears
- Confirm client details and select from a list of term options
- Add invoice lines – our Matter365 settings and Quickbooks online integration makes this all easier
- Engage with clients through invoice and statement messages
- Sync invoices and send to clients with Quickbooks without leaving Matter365
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