Automating Invoice Generation in Glade

Glade makes billing more efficient by automatically generating invoices whenever you initiate a new case. This ensures that the correct charges are ready and assigned to the client the moment they sign in to their Glade account.

1. Initiate a Case

   • From your Glade dashboard, start by Initiating a new case by filling out client information, as well as the fees associated with the case.

2. Automatic Invoice Creation

   • Glade instantly generates an invoice for the associated legal fees and assigns it to your client in the platform.

3. Client Access

   • When your client logs into Glade, they’ll see the newly assigned invoice, making it easy for them to review charges, track due dates, and process payments.

4. Standard Invoices for Your Workflows

   • Invoice templates are created to assist in automatic invoice creation. If it's a standard case then you can initiate the invoice automatically for seamless creation. Client's can immediately jump in and pay!

5. Adjusting the Standard Invoice while Initiating

   • If a case has different costs than your standard fees, then you can adjust the invoice while you initiate the case by adjusting the attached workflow invoice. You'll just click "edit" on the line item, adjust to the correct fee, and save.

   • If a invoice is connected to a workflow step, and it was automatically generated you can click into the invoice, void it, and then generate a new invoice with the non-standard fee.

• Streamlined Billing: Save time by letting Glade handle the paperwork behind the scenes.

• Reduced Errors: Automatically syncing invoices with cases helps eliminate manual entry mistakes.

• Immediate Client Visibility: Clients can stay on top of their expenses and make payments faster.

By leveraging Glade’s automatic invoice generation feature, you can simplify billing processes and enhance your clients’ experience—all from a single, easy-to-use platform.