Create Invoice

From the Home Page, select 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 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