Rocket Matter Knowledge Base Billing by Matter How to run an Invoice for current charges for a single Matter.

How to run an Invoice for current charges for a single Matter.

1. Navigate to the Matter Dashboard you'd like to run the Invoice for.

2. Click on your Pending Invoicing 'Total'.

3. Select your filters and click 'Get Answer' to apply them.

Filters: Choose the dates, Additional Items, and Activity Type.

4. Your results will populate below. Click on the description or 'Edit Activities Inline' to edit line items.

This will open the line items up and allow you to edit your entries. Be sure to click on 'Save Changes' to save your work.

Click on the up/down arrows and drag and drop line items to change the order they will appear on the Invoice. Be sure to click 'Save Order' to save your changes.

5. Once all changes are made, select 'Invoice'.

6. Choose a file format and Invoice Template. Then, select 'Next'.

7. Confirm this action by selecting 'Process Invoice(s)'.

8. Download your Invoices from the screen or click 'Done' to exit.

Your Invoices will always be stored in the 'Matter Documents' section for future reference.