Creating Invoices

Under Construction

This section is being developed. Check back soon for detailed instructions.

Overview

Invoices in SBOS.AI are generated from time entries tracked against matter components and any associated disbursements.

Steps to Create an Invoice

1. Navigate to the Matter for which you want to create an invoice
2. Open the Invoicing tab
3. Click Create Invoice
4. Select the time entries and disbursements to include
5. Review the invoice details and amounts
6. Save or finalize the invoice

Selecting Time Entries

Selecting Disbursements

Adding Fixed Price Items

For services billed at a flat rate rather than by time, you can add fixed price items directly to an invoice.

Invoice Notes

You can attach notes to any invoice for additional context or special billing instructions.