Invoices & Fees

CaseBright's billing module lets you create invoices, track fee items, record payments, and give clients a clear picture of what they owe.

Navigate to Invoices in the left sidebar.

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1. Key Concepts

Term	Definition
Fee Item	A single charge line — a service fee, filing fee, or disbursement
Invoice	A document grouping one or more fee items to present to the client
Retainer	An upfront amount paid before work begins; tracked separately

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2. The Invoices List

The Invoices list shows all invoices across your organization. From here you can:

• Search by client name or invoice number
• Filter by status (Draft, Sent, Partially Paid, Paid, Overdue, Cancelled)
• Sort by date, amount, or client
• Click any row to open the invoice detail

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3. Creating an Invoice

1. Navigate to Invoices.
2. Click New Invoice.
3. Select the client.
4. Optionally link the invoice to a case.
5. Add fee items:
   • Type a description (e.g., "I-485 Filing Fee")
   • Enter the amount
   • Select the fee type
6. Set the due date.
7. Set the status to Draft until you're ready to send.
8. Click Save.

Sending an invoice

1. Open the invoice.
2. Click Send to Client.
3. CaseBright sends the invoice to the client's email and makes it available in their client portal.

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4. Recording a Payment

1. Open the invoice.
2. Click Record Payment.
3. Enter the amount paid, payment date, and payment method (check, credit card, wire, etc.).
4. Click Save.

The invoice status updates automatically:

• If partial payment → Partially Paid
• If fully paid → Paid

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5. Fee Item Statuses

Individual fee items track their own status:

Status	Meaning
Pending	Not yet paid
Paid	Payment received
Waived	Fee waived (no charge to client)
Cancelled	Fee removed from the invoice

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6. Case-Level Fee Items

Fee items can also be added directly from a case (see Cases → Fee Items). Fee items added in a case can then be pulled into an invoice:

1. Create a new invoice for the client.
2. Click Add from Case.
3. Select the case and the fee items to include.
4. The items populate the invoice automatically.

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7. Invoice Statuses

Status	Meaning
Draft	Not yet sent to the client
Sent	Delivered to the client
Partially Paid	Some payment received
Paid	Paid in full
Overdue	Past the due date with an outstanding balance
Cancelled	Invoice voided

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8. Tips

• Always set invoices to Draft first to review before sending.
• Use Waived for fee items you've decided not to charge — this keeps a clear audit trail vs. deleting the line.
• The client sees their invoices and payment history in the Client Portal.