Gaveli lets you raise invoices for your clients without leaving the platform, complete with your firm's details, supporting documents, and a professional PDF.
Create an invoice
Open the Invoices section and choose to create a new invoice.
Select the client and add line items for your fees.
Add any reimbursable expenses you've recorded against the matter.
Review the totals and save.
Link the cases this invoice bills for
An invoice can be linked to the cases it covers, so your billing stays tied to the matters it relates to. This is optional.
Under Cases (optional), search by case number, party, or client and pick a case.
Choose Add another case to bill for more than one matter on the same invoice.
You can remove a case at any time before saving.
One invoice can cover many cases, so you can send a single bill that spans several matters for the same client.
🖼️ Image slot — The "Cases (optional)" section of the invoice form with two cases added and the "Add another case" control.
Attach supporting files
You can attach supporting files — receipts, fee proofs, or any backup — so they travel with the invoice.
Use Add files to attach a file to the whole invoice.
Use Attach to item to attach a file to a specific line item.
When you add a reimbursable expense that already has a receipt, that receipt is carried onto the invoice for you. Each file can be a PDF, JPEG, PNG or WEBP, up to 10 MB.
The invoice PDF
Generate a PDF to download and send to your client. It includes your firm's GSTIN, address, and bank details from your configuration (see Setting up your invoice details).
Send it to your client by email
Select Send to Client to email the invoice straight to the client — no need to download and attach it yourself.
The invoice PDF is attached to the email.
Any supporting files you added are included as secure download links that expire after 7 days.
The client needs an email address on file. If there isn't one yet, add it to the client record and try again.
Sharing with clients
If a client has Client Portal access, they can view their invoices there too.
Who can access invoices
Invoices are part of billing and are available to Owner and Admin roles. See Who can access billing.