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In Practice Management

Invoicing Updates (September 2021)

Exciting news! We've added some highly requested updates to our invoicing this month, we hope you love them.

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  • James Pittman Avatar
    James Pittman
1 min read Last Updated: June 24, 2025
Feature Update: Invoicing

Exciting news! We've added some highly requested updates to our invoicing this month, we hope you love them. Without further ado:

Global Invoice Numbering

When you create a new invoice, we automatically number it based on the number of invoices previously created for that particularly client. For example, a new invoice for a new client will start from scratch at number 1.

Now we've added a Global Invoice Numbering option to Invoice settings. This will give each new invoice its own unique invoice number based on the number of invoices created for all of your firm's clients.

When you turn on this setting, your existing invoices will be unaffected. However your next invoice will be numbered up from the total number of invoices created by your firm. You can edit this beginning number from your Invoice Settings.

New Features

Saved Charges

We've made it easy to create Saved Charges in your account for common types of services or expenses (e.g. Consultation, Adjustment of Status Petition, I-485 Filing Fees etc.). You can save time creating invoices by bulk importing Saved Charges instead of starting from scratch.

Read more about creating Saved Charges on our Help Center.

Dates on Time Entries and Charges

We've added dates to Time Entries and Charges so you and your clients understand when a particular service was performed or fee was incurred. You can edit the dates for past or future services and expenses.

Customize your Firm's Information

You can now choose which information about your firm you want to display in an Invoice. You can choose to hide or show your firm's address, email and phone number from your Invoice Settings.

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About the author
James Pittman Avatar

James PittmanAttorney & Co-FounderDocketwise

James Pittman is co-founder of Docketwise and was previously engaged in the private practice of US Immigration Law. He also regularly teaches Continuing Legal Education (CLE) classes on immigration law topics and legal ethics. He is admitted to practice in New York and New Jersey and is a graduate of Northeastern University School of Law.

Docketwise is the fourth immigration software I've used in my career. None come close. It's everything I'd wished for in an immigration forms software. Law offices would be well-served to at least give it a try. I've already enthusiastically recommended Docketwise to several colleagues.

Saja Raoof, Founder and Principal

Saja RaoofFounder and Principal , Saja Raoof, Inc. Law Corporation

This product has increased my law firms productivity ten fold. Before I used to do forms on my own from the USCIS website. Using Docketwise, has caused me to give up paper questionnaires and keeps me from inputting information directly into forms.

Shahzad Khan, Principal Attorney

Shahzad KhanPrincipal Attorney, Shahzad R, Khan Legal, PLLC

I am extremely pleased with Docketwise. This software streamlined my Immigration practice and enabled me to process more cases in less time. Clients (and my staff) love how "user friendly" this software is. Definitely a great value for the money.

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Anna ErnestManaging Attorney, Ernest Law Group, PLC

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