How it works

You take three deliberate actions. Everything else, every status, balance and total, is worked out from them, so there is nothing to keep up to date by hand.

1. 1

   Mark work Done

   Log what you did, or tick what you planned.

   Open Log Work from anywhere, pick the matter, and type. Time, expenses and flat fees all go in the same grid, one line after another.

   If a kind of matter always takes the same steps, a Standard Steps list puts them on the matter as a To Do list. Ticking a step as Done costs less than typing it again.

   Done means ready to bill. Planned work is never counted in any money figure and can never be billed.

2. 2

   Issue the invoice

   LexTB drafts it. You decide.

   From a matter, press Bill. LexTB makes a draft from the finished work that has not been invoiced. Edit the lines, apply a retainer or a credit, and check the total.

   Issuing dates the invoice and locks it. Then print it, download a PDF or email it with the PDF attached, without leaving the page.

   If you need to change an issued invoice, reopen it: a copy of what the client received is kept.

3. 3

   Record a payment

   One click when the money arrives.

   Record the payment in full or in part. The invoice shows Part Paid or Paid on its own, from its balance.

   If a client pays more than they owe, or puts a retainer on account, record it and apply it to the next invoice with a tick.

   Receivables shows what is owed by how late it is, and drafts a reminder when something is past due.