Invoicing & Payments
How to send invoices and receive payments on the platform
Last updated
How to send invoices and receive payments on the platform
Last updated
Before attorneys can send invoices, they are required to set up their Stripe account. Setting up your stripe account
If your engagement does not include a cash component, you will not be required to set up an account through stripe.
Monthly Billing. Lawyers on the platform are expected to bill on a monthly basis. Billing periods in our Platform Engagement Agreement start at the beginning of the month and end after the last day of the month.
Timing. According to our standard Platform Engagement Agreement. Lawyers have 10 days to submit an invoice to the client, and the client has 10 days to make a payment. Both sides are free to agree to different timing; however, we encourage you to get any changes documented and uploaded to the Documents tab.
Email reminders. HeyCounsel will send reminders to ensure you submit your invoices on time.
Invoicing is done through the Payments tab on the Engagements Page.
To start an invoice, click "Add Invoice". From there, you'll see the invoice builder.
You can choose multiple types of fees when adding line-items:
Hourly: Billing based on hours worked and your hourly rate.
Flat Fee: Project based billing with a negotiated flat fee.
Monthly Fee: A monthly fee for a pre-determined and negotiated commitment.
Pass-thru: Fees that should NOT be subject to the HeyCounsel Platform Fee, because they are third party charges that should be "passed through" to the client. E.g. filing fees, court fees, purchase of forms, etc.
Add additional line-items by clicking "Add more".
Platform Fee. The Platform Fee will be displayed as a separate line item and calculated based on your invoiced amounts.
Saving as draft / Sending the invoice. You can save an invoice as a draft if you don't want to send it just just. Once you hit "Submit and send", the client will be alerted of the invoice and will be able to pay it.
Editing Invoices. You can edit invoices, even if you've already sent them, up until the point they are paid. Click "edit invoice" to bring up the invoice builder again to modify the invoice.
