Creating Invoices - Getting Started with Matter365

This video shows you how to create invoices with Matter365, the fully-integrated software that makes Microsoft 365 feel like it was built for law firms.

• Choose a matter you want to build from, and all client information appears
• Confirm client details and select from a list of term options
• Add invoice lines - our Matter365 settings and Quickbooks online integration makes this all easier
• Engage with clients through invoice and statement messages
• Sync invoices and send to clients with Quickbooks without leaving Matter365

Matter 365
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Welcome to Matter365, the first legal practice management solution fully-integrated with Microsoft 365 and Microsoft applications. A perfect tool to leverage Office 365 for Lawyers, Matter365 allows you to easily create a matter, categorize your documents and email, and track and bill your time. Want to become an agile law firm? Curious if your current legal case management software is holding you back? Our matter management solution saves time, reduces administrative headache, and increases revenue, so you no longer need to search for legal software ever again.


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