Invoicing Clients and Tracking Payments

Invoicing Clients and Tracking Payments

Digiiworks Legal handles VAT-compliant invoicing, payment tracking, and overdue reminders — so you can focus on legal work instead of admin.

Creating Invoices

1. Navigate to Billing → Invoices and click New Invoice.
2. Select the matter and client. Billable time entries (see Time Tracking and Billable Hours) are automatically pulled in.
3. Review line items, adjust descriptions or amounts if needed, and set payment terms.
4. Click Send — the client receives a professional, firm-branded invoice via email.

VAT Compliance

• All invoices include 15% VAT calculated automatically.
• Your firm's VAT number (configured in Settings → Firm Profile) appears on every invoice.
• VAT breakdowns are itemised per line for transparency.

Payment Tracking

• Mark as paid — When payment is received, mark the invoice as paid. The date is recorded automatically.
• Bank verification — For Practice tier and above, payments can be verified against your bank feed via Stitch (stitch.money) integration. Connect it under Settings → Integrations.
• Overdue reminders — Automated email reminders are sent at 7, 14, and 30 days past due.

Monthly Invoice Generation

Practice and Intelligence tier firms can enable auto-invoicing:

• At month-end, invoices are generated automatically from tracked time entries.
• Review and approve before they're sent to clients.
• This saves hours of manual billing each month.

Reporting

View billing summaries under Analytics → Revenue (Intelligence tier — see Understanding Your Analytics Dashboard):

• Total billed vs. collected
• Outstanding amounts by client
• Revenue by matter type
• Average days to payment