MatterFirst Academy

Billing & Finance

Set up time tracking, create invoice templates, connect Xero, and configure payment collection.

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Intermediate 1 hr 6 lessons

Lessons

6 lessons in this path

  1. 1 Recording time entries Track billable and non-billable time against matters, and price it from your rate cards.
  2. 2 Tracking disbursements Recording third-party costs paid on a client's behalf and billing them back.
  3. 3 Creating invoices Build invoices from unbilled work and send them your firm's preferred way.
  4. 4 Setting up Xero sync Connect Xero for two-way invoice and payment sync.
  5. 5 Collecting payments via Stripe Let clients pay invoices online by card with Stripe.
  6. 6 Financial dashboards & reports Read the Analytics dashboard and build exportable custom reports.

Need hands-on help?

Book a guided onboarding session and our team will walk you through setup, answer your questions, and configure MatterFirst for your practice.

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