You can create templates for invoices that are commonly used across cases. To get started, go to My Account Settings > Integrations > NextChapter Payments Integration. Click +New Template to create a new template.

Enter the title, items and their amounts, and any special notes as needed. The title is used to help you identify the template within your cases.

Once you are ready to create an invoice within a case, go to Payments > Invoices and select your preferred template from the dropdown.

You are then free to customize the invoice as needed on a per case basis. Once you are finished editing, you can save the invoice or send it directly to your client!

Click here to learn how to send your client to the invoice or invite them to pay via their Client Portal.