Create Invoice
Creating an Invoice
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From the Home Page, select
within the Your Invoices information box, OR, navigate to the Invoices Navigation link and select “Create Invoice.”
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Complete the profile data.
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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
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Add a Description if needed.
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Add Invoice Attachments if needed.
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Enter Line Item data. Your timekeeper rate information will populate automatically. On Fee lines, a timekeeper, a task code, and an activity code will be required. On Expense lines, an expense code will be required.
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Add additional line items as needed.
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Click SAVE to create the invoice. You will be moved directly to the Invoice Profile.
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Your invoice will be in Draft status.
