Subscription Pass-Through Invoice Generator

1. Open a Nextpoint database.

2. From the top-left Account dropdown, click Manage Account:
   
   

3. Navigate to the Billing Information tab.

4. Ensure your billing info is up to date in the My Account tab—this information will populate in your invoices.
5. Navigate to the Client Invoices tab:
   

There are two invoice calculation methods to choose from:

1. Per-Gigabyte

• Allocate your total monthly subscription cost proportionally based on the active data per project.

• To use:

  • Click Edit at the top.

  • Select Per Gigabyte.

  • Enter your monthly Nextpoint cost (e.g., $6,500).

  • Click Save — amounts will auto-calculate for each billable project.

2. Custom

• Manually assign specific pass-through amounts per project (e.g., a one-time $1,500 fee).

• To use:

  • Switch to Custom in the calculation settings.

  • Click Save.

  • Enter custom amounts per project directly in the table.

1. Under Projects in the Client Invoices tab, locate a project you would like to bill.

2. Set it to Billable to include it in the calculation:
   

3. Select Add a Client and enter in the client details (name, email, address):
   

Note: Non-billable projects are excluded from the total calculation and invoice generation.

Once your client is added, the Generate Invoice button becomes active:

The Generate Invoice screen will allow you to:

1. Set an Issue Date and Due Date
2. Select the calculation method and set the amount (if not already selected)
3. Add an invoice item description (e.g., "Nextpoint Software Fee")
4. Click Generate Invoice
   

Your generated invoice will download as a PDF with:

• Your firm’s details

• Client name

• Project & matter info

• Amount due & due date

If you need to download a CSV of invoice data for multiple projects or all projects across your organization, select those projects and then click Download as CSV at the bottom:

The CSV includes:

• Client & Project Info

• Pass-through Amounts

• Client Contact Details

To edit client billing details:

1. Navigate to the Manage Clients tab.

2. Click Edit on any client profile.

3. Update the name, address, or email.

4. Click Save.