Billing and Payments

Work Smarter with Intuitive Billing and Payment Processing

Convert fees and expenses into invoices with a simple click.

All Features

Simplified Billings

Quickly Create and Approve Bills

Streamline the entire billing process by creating drafts bills ready to review which can be approved from a consolidated billing view.

Process Bills Faster

Create invoices in batches of up to 100 to speed up the process of end of month billing.

Brand your own Invoice

mattero’s invoice templates are professional, easy-to-read legal invoices that can be edited and branded to match your law firm’s brand guidelines.

Streamlined payment processing

Get Paid Sooner

Take advantage of Xero’s online payment tools to speed up the collection of payments. mattero’s intelligent two-way integration will synch all payments back keeping your bills up to date.

Trust to Office Transfers

Pay invoices from trust funds through mattero’s Law Society certified Trust Accounting module. Trust record invoice payments receipt the payment into your firm’s general bank account and these transactions are then synched to Xero.

Seamless Integration with Xero

mattero’s two-way integration with Xero keeps all payments, pre-payments, overpayments and credit notes in synch. This way your matters are always up to date with the latest financial transactions.

Manage your finances

Discounts and Write Offs

Apply discounts to time records or write off full or partial bill amounts on approved invoices to keep client accounts in order.

Snapshot your Firm's Finances

Managing your firm’s finances is simple and effective with the Invoice Costs report. This online report is highly configurable so can be analysed and dissected to meet your reporting needs.

Maintain your Client's Billing History

Keep an eye on billing history with the Invoice History report. Flexible group and filter options provide an easy-to-read display of invoices, payments, write-offs and outstandings.

Beautiful accounting with Xero

Xero Integration

Utilise the leader in small business accounting software and their time-saving tools to reduce the administration overhead that comes with minding your own business.

Xero Subscriptions

mattero integrates with both new and existing Xero subscriptions which makes it very easy when you transition to mattero.

Synchronise Trust Invoice Payments

mattero is certified to manage trust transactions, so all trust invoice payments are synched to Xero keeping your office accounts in balance.

Frequently asked questions

How do I send an Invoice to my client?

You can download an Invoice as either a PDF or Word document from mattero and save it to your device, then send it via your preferred messaging service.

Why do I receive an error when downloading an Invoice?

Some of the code in your Invoice template may have been applied incorrectly.

View the Create Invoice Templates article for several example templates, and review the code in your Invoice template.

Why is the GST on my Invoice incorrect?

When calculating GST on an Invoice, your result may appear to be one (or more) cents higher than 10% of the total.

This is a result of applying the Australian Tax Office’s (ATO) Taxable Supply rule, which calculates the GST amounts for each item on a multiple line item Invoice separately, then combines them for a total.

How do I invoice a Fixed Fee?

There is currently no option to set a standard fixed fee amount to charge in mattero.

However, you can create a Time Record and set a Duration of "0 minutes", then manually set the Amount.

How can I set up multiple charge rates?

You can configure Cost Templates to allow you to set an hourly rate for selected Users for a specific Matter. When this Cost Template is implemented, it will override the User's default charge rate.

Should I send my Invoices out of mattero or Xero?

If you have an existing Xero account and have integrated your mattero account, then you can send Invoices via either service according to your preference.

How do I add my own custom Invoice?

You can upload your own custom Invoice template to create Invoices that meet your requirements.

A variety of fields can be added to your template to customise what information is presented.

Is there a way to edit an Approved Invoice?

No. Invoices can only be edited or adjusted when they are in a Draft state.

How do I stop GST from being applied to all of my Invoices?

Taxes, such as the Goods and Sales Tax (GST) can be configured to always be applied, never be applied, or optionally be applied in mattero.

This is useful for smaller organisations that do not reach the GST Business Threshold or organisations that deal with international clients who do not fall under GST requirements.

How do I remove GST from my Expenses on an Invoice?

Once an Invoice has been created, but is still in its Draft state, its GST amounts can be manually set to zero by selecting the Edit icon next to its Expenses.

How do I remove payments from an Invoice?

To remove a payment, select an Invoice from the Invoices section, then select the View Payments icon on the Invoice page. This will show a list of all payments made to the Invoice so far; from here, an option to remove specific payments will be available.

Is there a way to consolidate Invoices for a client?

No. Currently a single Invoice can only apply to a single Matter in mattero.

How can I generate Invoices in bulk?

Invoices can be created in batches of up to 100 at a time. These can be generated by selecting one or more Matters during the Invoice creation process.

Can I change the contact name on an Invoice?

The Invoice Contact can be edited on the invoice when it is still a Draft Invoice.

How do I display discounts on an Invoice?

Variable fields are available to display discounts applied to an Invoice. These can be added to your Invoice template from mattero's list of Available Fields.