On the main menu, click on Cases.

Click on the name of the client you would like to create an invoice for then click on Billing.
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This will bring you to the billing page. Along the top of the page, you will find the navigation bar. Under Invoices, click on Add Invoice.

Fill out the required fields. You may add items and sections, as well as generate a payment plan when adding an invoice before clicking Next.

Click Yes when asked if you want to finalize the invoice and Save and Continue to proceed to the next step:
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Select Payment Gateway and click Save and Continue. You also have the option to automatically deposit payments to the client's trust account.
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After clicking Save and Continue, you also have the option to send the invoice to your client and you will be prompted to fill in the necessary email information to send your invoice.
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