Invoices

Bills Sent to You, in One Place

Invoices lists what the legal professionals you are working with have billed you for. It is your side of the account. It never shows invoices you have issued to somebody else, so a professional who is also planning their own affairs sees only what they have been billed here, and manages their own billing from the professional workspace instead.

What the List Shows

• The invoice number
• Who it came from
• The related will, where the work was tied to one
• The amount, in the currency the professional billed in
• Its current status, and a chip when payment is close or late
• The due date

Selecting any row opens the invoice in full. Until a professional sends you one, the page reads No invoices yet.

Inside a Single Invoice

An open invoice is laid out in four parts. Invoice Details covers the header information, Items lists each service with its quantity and amount, Summary totals the subtotal, any tax, any discount, the total, the amount already paid and the balance still due, and Additional Information carries the payment terms and any notes the professional added.

• Draft has been prepared but not sent to you yet.
• Sent has been issued to you and is waiting to be opened.
• Viewed means you have opened it at least once.
• Partially paid has had some of the amount paid, with a balance still outstanding.
• Paid has been settled in full.
• Overdue has passed its due date without being settled.
• Cancelled has been withdrawn by the professional, because it should not have been issued.
• Refunded was paid and has since been refunded to you.
• Written off was validly issued, and the professional has recorded that they are no longer pursuing it.
• Disputed is on hold while a disagreement about it is worked through.

The Chip Next to the Status

An unsettled invoice can also carry a short timing chip. It counts the days once an invoice is late, reads due today on the day itself, and appears as due in a number of days only inside the last three days before the date. An invoice with no due date at all reads Payment outstanding instead. Settled invoices carry no chip.

Reminders Stop After Two Weeks

Automatic email reminders run to a fixed cadence: one three days before the due date, then one the day after it passes, one a week later and one a fortnight later. Nothing further is sent automatically after that, so a silent inbox does not mean an invoice has gone away. Marking an invoice as disputed or writing it off stops the cadence immediately.

Open the invoice and use Pay Now. Payment is taken through the platform and settles to the professional, so the record of what was billed and what was paid stays attached to the matter rather than living in a separate email trail.

When Pay Now Is Not Available

Payment only opens on an invoice that is still outstanding, which means one that is sent, viewed or partially paid. On top of that, several checks sit in front of it:

• The engagement letter for the work is signed.
• The cooling off period after instructing the professional has run its course, unless you asked for work to start early.
• A fee that changed from the one you were originally quoted has been approved by you, using Approve revised fee on the invoice.
• The professional has finished their own payment setup, and their account and organisation are in good standing.

Where one of these is outstanding the invoice explains which, so the next step is visible on the page rather than something to guess at.

Your payment history is the Paid tab of the Invoices page. It lists the invoices you have paid, part paid or had refunded, with the date and a Download control for the receipt on each row. A refunded invoice also appears under its own Refunded tab.

When a Receipt Appears

A receipt becomes available once an invoice reaches paid, partially paid or refunded. An invoice that is still sent, viewed or overdue has nothing to receipt yet, and asking for one returns nothing. Receipts download as a PDF named after the invoice number, so a whole history can be filed without renaming anything.

Why can I not see the Invoices page in my menu?

Invoices appears in the Communications section when you are using the site to plan your own affairs. A professional working inside their own practice view manages billing from the professional workspace, which is a different part of the site.

Can I pay part of an invoice?

Yes. A part paid invoice keeps its balance due, stays payable, and shows the amount already paid in its summary.

What is the difference between cancelled and written off?

Cancelled withdraws an invoice that should not have been issued in the first place. Written off leaves a valid invoice on the record while noting that the professional is no longer pursuing it. Both stop automatic reminders, and neither can be paid.

What happens if I disagree with an invoice?

Raise it with the professional who sent it, through the conversation attached to your work with them. An invoice they mark as disputed is paused, with automatic contact stopped, until the disagreement is resolved.

Why does an old invoice still say Overdue?

Overdue reflects the due date having passed, not the state of any discussion around it. It changes when the invoice is paid, cancelled, written off or marked as disputed.