Getting Started with Matter365

Creating Invoices

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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