Skip to content
Cost Consulting Help Centre

Invoicing and reports

Invoice instructing firms, record receipts, check firm statements and run practice reports.

  1. Create invoices and receipts

    Create, edit and download invoices for drafting and taxation, manage VAT per line, record receipts against invoices and issue pro forma invoices.

  2. Firm statements and progress reports

    See what an instructing firm owes, list all its invoices and receipts, and download a firm statement or progress report for its open matters.

  3. Run practice reports

    Run each report in the Reports menu, filter it by firm, client, consultant or date, and export the results to Excel or print them.