Help Center

Step-by-step guides for running your practice through ExpertPractice — invoicing, payments, and keeping your cases organized.

Generating Your First Invoice

How do I turn logged time into something a client can actually pay?

Two parties need to pay this case — how do I bill them separately on one invoice?

I clicked Mark as Sent — what did that actually lock, and can I still fix things?

I need to fix a sent invoice. Do I lose my time entries? What about payments I already got?

How do I log that I got paid — and what's the difference between a retainer and an advance?

Can I control the order my cases show up in?

Email us at support@myexpertpractice.com and we'll help you sort it out.