Invoices
Build an invoice from saved time and expenses, then export it.
- For:
- Billing staff, Workspace admins
- Updated:
- Aug 26, 2026
Build an invoice
- Select the client and matter context.
- Use lawyer, date, and charged-status filters to find source records.
- Choose Billables or Milestones for the professional fee, then select any expenses to include.
- Review fees, credits, deposits, taxes, and retainer values.
- Save the invoice before exporting or changing its charged state.
Invoice controls
| Control | What it does | Availability |
|---|---|---|
| Billables / Milestones / Selected Expenses | Switches between hourly work, fixed milestone fees, and expenses using the selected client and matters. | Invoice-management access |
| Select all | Selects the eligible rows in the current source list. | Invoice-management access |
| New invoice | Clears the current editor for a new invoice. | Invoice-management access |
| Save | Creates or updates the invoice record. | Invoice-management access |
| XLSX | Downloads a spreadsheet copy. | Saved invoice |
| Downloads the invoice PDF. | Saved invoice | |
| Mark Charged | Marks included source rows as charged and locks invoice editing. | Saved uncharged invoice |
| Mark Uncharged | Returns the invoice and its sources to an editable state where allowed. | Charged invoice |
| Delete | Deletes the invoice but preserves the underlying time and expense records. | Authorized invoice managers |
Source conflicts
If a selected time entry or expense is already charged elsewhere, Lexchange shows the conflict before continuing. Review the related invoice instead of forcing the same source into two charged invoices.