New Client – Invoice Quick Start Guide

Statement Overview

This article is intended for our clients to provide a quick overview of our invoices. Should you still have questions please feel free to contact us directly. Thank you for trusting us with your family law matter.

Services

This area includes details about the work performed by one of our staff members.  It includes the date the item was completed, initials for the resource completing the task, quantity in hours, rate and total cost for line item.

Expenses

This area includes any expense including but not limited to filing fees, process server fees and any 3rd party fees.

Totals

At the end of the Expenses area you’ll see the totals for both the services and expenses area.  It will be displayed in the following format:

  • Total – All charges for entire invoice.
  • Payment – If applicable will display payment applied to specific invoice.
  • Balance Owing – If applicable, this value will be the amount due to the firm.   A value of zero only indicates that you have a zero balance for this specific invoice.

Detailed Statement of Accounts

This area will display current invoice and any previous invoices with an outstanding balance.

Accounts

This area will display the current amount available in your trust account.  If the value is less than $1,000 you will be required to replenish your retainer.

Sample Invoice

Sample Invoice

 

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