Invoices
This section includes information on Invoice submission including Manual Invoice Creation (using Create Invoice page), LEDES Upload (using Upload Invoices page), Invoice Status, and Troubleshooting.
- General Invoice Information
- This section includes information on invoice functionality.
- Overview of the Invoice/Billing Process
- Track an Invoice
- Check the Status of an Invoice
- Check the Status of an Uploaded File
- Check Invoice History
- View Invoice History
- View Past Invoices
- Submit an Appeal to a Client
- Appeal an Invoice
- Search for an Invoice
- View Adjustments on an Invoice
- Add an Attachment to an Already Submitted Invoice
- Rounding Invoices in Collaborati
- Overview of Line Item Precision
- Is it Possible to Delete an Invoice with the Status "Pending Client Approval" or "Waiting for Client to Accept"?
- Collaborati: Supported Attachment File Types
- Export All Invoice Details to CSV
- Find Task Codes and Expense Codes for Invoices/Internal Billing Code
- Invoice: Information about ASCII characters in Description
- Create a Manual Invoice
- This section includes information and guides on Manual Invoices in Collaborati
- Create an Invoice
- Create an Invoice - Detailed Explanation
- Delete an Invoice
- Modify an Invoice
- Attach Documents
- Copy and Edit an Invoice
- Copy an Invoice
- Edit a Line Item in an Invoice
- Preview and Submit an Invoice
- Add Taxes to Line Items While Creating an Invoice
- Apply a Discount
- Create an Adjustment Fee Line or Alternative Fee Invoice
- How do I create an Accrual Invoice in Collaborati
- Create a Shadow Invoice
- Create an Invoice with VAT taxes, specifically Invoice-Level Non-US Tax
- Create an Invoice with VAT taxes, specifically Line Item Level Non-US Tax
- Create an Invoice Withholding Tax
- Create a Credit Note
- Add Additional Fields to the Header Section
- Can I send an invoice that contains Non-US Tax amounts and no line items?
- Collaborati: How to create a total fees invoice - 3 variations
- Upload a LEDES File
- This section includes information on uploading a LEDES file in Collaborati.
- Upload LEDES Invoices/Attach a Document to a LEDES File
- Overview of LEDES XML and Tax
- Overview of Types of Adjustments and Discounts in LEDES
- Overview of Format Requirements for Invoice Uploads
- Overview/Diagram of LEDES Files and Required Fields
- UTBMS Code Requirements for Tasks, Activities and Expenses
- Upload an Invoice
- Overview of Entering Detailed LEDES Invoices
- Attach Documents to an Uploaded Invoice
- Search for an Attachment on an Invoice
- Including Expense Receipts or Other Attachments With Invoices
- Submit Uploaded Invoices
- Create a LEDES 1998B File with Non-US Tax
- Upload a LEDES files with Non-U.S. tax at the Line Item Level
- Adjustment or Credit in a LEDES 1998B File/ Invoice Level Discount
- Upload Credit Notes, Accruals and Shadow Invoices Using LEDES Files
- Preview Invoices in the Uploaded File
- Delete Uploaded Invoices
- Cancel an Invoice
- Is it Possible to Edit Uploaded Invoices?
- Is it Possible to Delete Invoices That Have Been Approved, Paid or Rejected by a Client?
- LEDES 1998B Format Specifications
- LEDES 1998BI V2 Format Specifications
- Collaborati - Error message: The invoice file for ___ is not in a recognized file format. Please verify the file is in standard LEDES format.(A Ledes 1998B file should contain at least 3 tokens.)
- LEDES 2000 Format
- LEDES XML 2.0 Format
- LEDES XML 2.1 Format
- LEDES XML Formats
- Supported File Types
- Troubleshooting Invoices
- This section provides you with tools to troubleshoot if you are having issues submitting an invoice.
- Troubleshooting Uploaded Invoices
- How to Create a PDF of a Rejected Invoice
- Most Common Collaborati Rejection Comments
- Troubleshooting Invoice Creation
- XML Upload Errors
- Invoice Rejections: Rate issues
- Invalid File Format/Invoice File for Invoice ... is not a Recognized File Format
- Client Matter ID Error
- Client ID Error
- LEDES File Completed with Errors
- Line Item Task Code is Invalid
- Line Item Missing Timekeeper Information
- Line Item Dates Outside of Period
- Period Can Only Be Within One Month
- Troubleshooting - Blocked from Submitting Invoices
- Invoice Discount Amount Contains Invalid Value or Tax Contains Invalid Value
- Cannot Process Invoice. Adjustments on Fees are not Allowed as the Only Non-Zero Line Items
- Discount Should be Entered as a Positive Value, Not a Negative One
- File on Invoice Upload Page Disappears/ Please Enter a Valid Filename
- Invoice File for Invoice abc.txt is not a Recognized File Format. Please Verify the File...file should contain at least 3 tokens.
- Invoice Stuck Waiting to Process
- Invoice Stuck Processing
- Resolve an Invoice That is Multiplying Fields / Locale Issue
- Multi-Matter Invoices are Not Accepted
- Invoice Cannot be Accepted as Past Due
- Submitted Currency Code Does Not Match Records For Your Company / Vendor Currency Code
- More Than 1 Invoices With Same Number String For Same Office
- Invoice Pending Client Approval But Need to Appeal it
- Approved Invoice Has Not Been Paid/Help with Payments
- Client Missing From Create Invoice Drop Down Field
- Collaborati: Firms can not submit any invoice to an ‘Inactive’ client
- Error: The invoice cannot be submitted with zero tax rate for taxable item
- Invoice Error: Cannot delete /update line items. At least one line item must exist for each tax amount with the same matter and type
- Invoice rejected because this timekeeper was unmapped by client
- LEDES File Error: Nothing found to display
- LEDES Format Validator tool
- Maximum number of characters allowed for the line item number on an invoice line item