Work Smarter with Casefriend’s Invoice Manager

🧭 What is the Invoice Manager?

The Invoice Manager is your centralized hub for managing invoices and tracking firm revenue. It’s designed to streamline billing and collections by consolidating critical actions in one place. From the Invoice Manager, you can:

• Enter Payments
• Apply Adjustments or Write-offs
• Download Single or Batched Invoices
• Run Collections & Performance Reports
• Track Firm Revenue Across Time Periods

✅ The Invoice Manager is available in the Billing Menu and defaults to Invoice View (grouped by Case). Switch to Client View anytime to review invoices grouped by Client.

Invoice view (default) - listed by Case

Client view - grouped by Client

🛠️ Tool Summary: Invoice Manager

💵 Enter Payments

❓When to Use:
When you receive a payment on an invoice.

What It Does:
Allows you to apply payments directly to invoices. Enter Check #, Check Date, Amount, and Payment Date, then click Accept.

• Overpayments: Choose whether to maintain a negative balance or set Amount Due to $0.00.
• 
• Multiple Payments: Add up to 20 payments per invoice using the green plus button.

✏️ Enter Adjustments

❓When to Use:
When a client negotiates to pay less than the invoiced amount.

What It Does:
Lets you apply adjustments or write-offs to invoices. Right-click the invoice and select Add Adjustment or Write-off.

📄 Download Invoices

❓When to Use:
When you need to re-download invoices for review or client communication.

What It Does:
Download single invoices or entire batches with one click.

📊 Collections & Performance Reports

❓When to Use:
To monitor collections and cash performance.

What It Does:
Export full data or pre-formatted Casefriend Collection Reports to proactively manage unpaid invoices.

📈 Track Firm Revenue

❓When to Use:
To analyze revenue trends and cash flow.

What It Does:
Apply filters to view unpaid, all, or overpaid invoices. The Cash Flow Bar updates dynamically based on your selections.

✅ Key Benefits

• Centralized invoice and payment management
• Real-time revenue tracking and reporting
• Improved collections and cash flow visibility

🚀 Work Smarter with Invoice Manager

Casefriend’s Invoice Manager helps your team bill efficiently, recover faster, and stay on top of firm revenue. It’s the modern way to manage billing and collections.