What’s the difference between Client Specific & Matter Specific Invoices?
Consider you’ve a client ‘Legalxgen Software Solution Pvt Ltd‘ and you’ve 5 matters for this client.
Knowledge Base
Knowledge Base
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Consider you’ve a client ‘Legalxgen Software Solution Pvt Ltd‘ and you’ve 5 matters for this client.
Logon to your LegalXGen Account. Go to Accounts Invoices Click on the ‘New Invoice‘ button on the top right. You’ll see the invoice data entry view. Mandatory fields are highlighted. Type: Select the option Client Specific Client Name: Choose the name of the client you wish to invoice. (typing few . . . Read more
Logon to your Legalxgen Account Click on the ‘Activities’ menu option on your left. Once you’re on activities page, search for the matter to which your desired activity belongs to. You may search using the filters given (Client/ Matter/ Status). Click on the matter to which your activity belongs to. . . . Read more
Logon to your Legalxgen Account Click on the ‘Activities’ menu option on your left. Once you’re on activities page, search for the matter to which your desired activity belongs to. You may search using the filters given (Client/ Matter/ Status). Click on the matter to which your activity belongs to. . . . Read more
Logon to your Legalxgen Account Click on the ‘Activities’ menu option on your left. Once you’re on activities page, search for the matter to which your desired activity belongs to. You may search using the filters given (Client/ Matter/ Status). Click on the matter to which your activity belongs to. . . . Read more
Logon to your Legalxgen Account Click on the ‘Activities’ menu option on your left. Once you’re on activities page, search for the matter to which your desired activity belongs to. You may search using the filters given (Client/ Matter/ Status). Click on the matter to which your activity belongs to. . . . Read more
Logon to your LegalXGen account Click on the menu option ‘Activities’ on your left. You’ll be landed on the page which enables you to see the activities group by matter. In order to view the activities for a particular client or matter, choose the relevant filter (Client, Matter or Status) . . . Read more
Logon to your Legalxgen Account. Click on the menu option ‘Activities’ on your left. (in case you don’t see it please contact administrator for granting access) Click on ‘New Activity‘ button (a big red color button) on the top. You’ll see a new window appearing which allows you to enter . . . Read more
Logon to your LegalXGen Account Go to Accounts Invoices Identify the invoice which you need to send via email (either to client or internally for review). Go to the last column (Actions), you’ll see an option ‘Email Invoice‘, click on it. You’ll see a window which enables you to . . . Read more
Why it’s needed? Sometimes we need the emails from Legalxgen to be triggered from our official ids not from update@legalxgen.com or etc. In order to achieve the same we need to update our official email credentials to LegalXGen, so that LegalXGen can use it for sending emails in my name . . . Read more