Billing
The billing section covers invoices, payments, billing adjustments, recurring billing, and online payment collection. It is where you turn your work into money.
What you can do
- Create invoices with line items, taxes, and discounts
- Send invoices to clients via email
- Record manual payments (cheque, wire, cash)
- Accept online payments through CaseFlow Payments (Growth plan and above)
- Set up recurring invoices for retainer clients
- Put clients on automatic payment plans and recurring retainers
- Issue billing adjustments against invoices
- Track payment status and overdue accounts
Where billing lives in the sidebar
Click Billing in the sidebar to expand the billing submenu:
| Item | Purpose |
|---|---|
| Proposals | Engagement letters and fee proposals |
| Estimates | Fee estimates for client approval |
| Invoices | All invoices across the firm |
| Payments | Payment records |
| Billing Adjustments | Credits issued against invoices |
| Items | Predefined line items (e.g. "Court filing fee, $350") |
| Recurring Billing | Automatic payment plans and retainers charged to a saved card (Growth+) |
Invoice statuses
| Status | Meaning |
|---|---|
| Draft | Saved but not finalised; client has not seen it |
| Unpaid | Finalised and awaiting payment |
| Partially Paid | Some payment received but balance remains |
| Paid | Fully paid |
| Overdue | Past the due date and not fully paid |
| Cancelled | Voided; no payment expected |
Separately, CaseFlow tracks whether an invoice has been sent (emailed at least once) as a flag on the invoice record. You can see the sent/not-sent indicator and the last-sent date on the invoice page; it is not a status in itself.
Plans and availability
Basic invoicing, payments, estimates, and proposals are on all plans. Online payments, recurring billing, billing adjustments, payment reminders, and multi-currency require the Growth plan or above.