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Understanding Invoices

As an attorney on ExpertMD, you receive invoices from medical experts for their services. This guide explains how invoices work, what the different statuses mean, and how to access invoice PDFs.

Viewing your invoices

Navigate to Invoices in the left sidebar to see all invoices you have received. You can also view invoices for a specific case from the case detail page’s Invoices tab.
Invoice list with status filters

Invoice details

Each invoice includes:
  • Invoice number — A unique identifier
  • Doctor — The medical expert who created the invoice
  • Case — The case the invoice belongs to
  • Date created — When the invoice was created
  • Due date — When payment is expected
  • Line items — Itemized list of services with quantities, rates, and amounts
  • Subtotal — Sum of all line items
  • Tax — Tax amount if applicable
  • Total — The amount you owe

Itemized line items

ExpertMD invoices use itemized line items, so you see a detailed breakdown of each service:
ServiceQuantityRateAmount
Medical Record Review4 hrs$500/hr$2,000.00
Expert Report Drafting6 hrs$500/hr$3,000.00
Deposition Preparation2 hrs$600/hr$1,200.00
Subtotal$6,200.00
Tax (8.25%)$511.50
Total$6,711.50
Itemized invoices help you track expert witness costs per service type, which is useful for case budgeting and billing your own clients.
Invoice detail view with itemized line items

Invoice statuses

StatusDescription
SentThe invoice has been sent to you and is awaiting payment
ViewedYou have opened the invoice
PaidPayment has been completed
OverdueThe due date has passed without payment
VoidThe doctor has cancelled the invoice

PDF downloads

Every invoice has a downloadable PDF. To download:
  1. Open the invoice from your Invoices list
  2. Click Download PDF
  3. The PDF opens inline in your browser — you can save or print it from there
Invoice PDF displayed inline in the browser

PDF from email

When you receive an invoice via email, the email contains a link to view and download the PDF. The PDF opens directly in your browser.
PDF download links from emails are valid for 90 days. After 90 days, you can still download the PDF by logging in to ExpertMD and accessing the invoice directly.

Next steps

Payment

Learn how to pay invoices

Case Management

Manage your cases and documents