You have three options to select the matters that will be included in an invoice. The selection is made using the "Matter:" dropdown. Note that billing items included in the invoice are subject to other criteria, such as start and cut-off date.

All Matters

Billing items for all matters for the selected client are available for inclusion in the invoice.

Specific Single Matter

Only billing items for the specific selected matter will be included in the invoice.

Matters in Report

All reports created in the matters module for the specified client will be shown in the dropdown with a "Report: " prefix. If you select one of these options, when the invoice is generated, only matters in that report will be available for inclusion in the invoice. You can create invoices for matters of a specific type or for a specific attorney by simply creating a matter report that filters for the required criteria. Please note that when you change the filters for a report by re-saving it, these changes will only apply if the invoice is in a "pending" status. Changes to reports will not affect invoices that have been sent to clients or have been paid.