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Invoices

Updated Oct 18, 2026

Matterly has two invoice concepts:

Type Who bills whom Where
Client invoice Firm → Client Firm Admin → Invoices
Platform invoice Platform → Firm Super Admin → Invoices

This chapter covers both.

Client invoices (Firm Admin)

Purpose

Bill the client for the matter and disbursements.

Create Invoice

Generate invoice

Invoices are often created automatically when a matter is created.

You can also:

  1. Go to Invoices → Create.
  2. Link a matter (or client).
  3. Enter subtotal, tax, discount, due date, notes.
  4. Save it, usually as Draft.

Draft

  • Draft invoices are internal.
  • Review line items and totals before sending.

Generate & Send / Send Invoice

  1. Open the invoice.
  2. Click Send (or Re-send).
  3. Status moves toward Sent.
  4. Client receives the Invoice email if they have an email and SMTP is working.

Record payment

  1. Open the invoice.
  2. Record Payment: amount + method.
  3. Status becomes Partially paid or Paid.

Download PDF

Use Download PDF / PDF link on the invoice page to print or attach manually.

Email customer

Sending the invoice is the built-in way to email the customer. Re-send if they did not receive it. Confirm SMTP under Super Admin → Settings → Email.

Client invoice status guide

Status Meaning
Draft Not sent yet
Sent Emailed / issued to client
Overdue Past due (when tracked)
Partially paid Some money received
Paid Fully settled

Filters on the invoices list help you find unpaid vs paid invoices.

Platform invoices (Super Admin)

Purpose

Bill a firm for subscription or platform charges.

Workflow

  1. Open Super Admin → Invoices (or create from Subscriptions).
  2. Choose the firm and line items.
  3. Apply a coupon if available.
  4. Save draft or Generate & Send to email the firm.
  5. Track paid vs outstanding.

Platform invoice email uses the platform mailer (separate from client invoice templates).

Payment methods (client)

When recording payment you can use methods such as:

  • Cash
  • Card
  • Bank transfer
  • UPI
  • Stripe / Razorpay / PayPal / LigdiCash
  • Other

Online checkout methods must be enabled under Firm Settings → Payments with valid keys.

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