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Legal Modern
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What to include on a legal invoice
Matter or case reference
Include the matter name or number so the client can identify the file.
Time entries
Itemize work with hours and hourly rate, or state the agreed fixed fee.
Disbursements
List court fees, filing fees and other out-of-pocket costs separately from fees.
Retainer applied
If a retainer was paid, show it as a deduction so the balance is clear.
Payment terms
State the due date and accepted payment methods.
Tips for getting paid on time
- Check your jurisdiction's rules on invoice contents and client trust accounts.
- Keep confidentiality in mind: describe work at the level of detail your client agreed to.
- Send invoices regularly rather than only at the end of a matter.
Invoice requirements such as tax IDs, VAT or sales tax lines and numbering differ by country. Check what your local tax authority requires and include those details on your invoice.
Frequently asked questions
Does this template cover trust accounting?
No. InvoiceGen creates a standard invoice. Trust or client-account requirements must be handled in your own accounting system.
Can I add terms and conditions?
Yes, use the Terms & Conditions field to add your payment terms.