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Create Invoice

Creating an Invoice   

  • From the Home Page, select clipboard_e76875073a0e38d24e4183dfb2cf04aa0.png within the Your Invoices information box, OR, navigate to the Invoices Navigation link and select Create Invoice.

  • Complete the profile data. 

  • Begin typing your Matter Name, or use the magnifying glass clipboard_ed6371f20a1a1dfe054fe4cee7cd0f499.png to search for your matters. 

  • Enter the Invoice Number, Fee Type, Invoice Date, and Invoice Service Period Dates 

  • Add a Description if needed. 

  • Add Invoice Attachments if needed. 

  • Enter Line Item data. 

    • For fee lines, you will use a Task Code, an Activity Code, and a Timekeeper. Your timekeeper rate information will populate automatically when a timekeeper is selected.

    • For expense lines, you will use an Expense Code only. These lines will not require a timekeeper to be selected.

    • For both fee and expense lines, you will need to enter an Amount (the number of units, such as hours or numbers of copies) and a Rate (the cost per unit, in the currency selected for the invoice). Acuity will calculate the line item total based on these two values.

  • Add additional line items as needed. 

  • Click Save to create the invoice. You will be moved directly to the Invoice Profile. 

  • Your invoice will be in Draft status. For more information on invoice statuses, see Invoice Statuses

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