Once the legal work is completed and disbursements are logged, it is time to bill the client. The LexOS Invoices module provides a clean, professional billing environment that tracks everything from draft creation to final payment receipts.
Step 1: The Invoice Dashboard
Navigate to the left sidebar, scroll down to the Finance group, and click on Invoices.
This opens your master billing table, which tracks the financial lifecycle of every case. The dashboard displays:
- Invoice number: A unique, auto-generated alphanumeric tracking ID (e.g., INV-JULZI4NPE).
- Client: The name of the billed individual or corporation (e.g., Mr Anderson).
- Total amount: The final billed amount in NGN.
- Status: A color-coded badge indicating if the invoice is paid, pending, or overdue.
Step 2: Creating a New Invoice
To bill a client, click the teal New invoice button in the top right corner.
Here, you will select the target client and compile the billable items. You can manually enter professional service fees and pull in any approved disbursements previously logged in the Case Expenses module.
Step 3: Invoice Management & Receipts
The Invoices table provides rapid action buttons for every generated bill:
- View: Opens the full invoice for review.
- Edit: Allows you to adjust line items or totals before the bill is finalized.
- Send receipt: Once a client has successfully cleared their balance and the status is marked as paid, clicking this button instantly dispatches an official payment receipt to the client's registered email and their secure LexOS Client Portal.