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Mitratech Success Center

Create an Invoice

Step by step guide on how to create a manual invoice. Article includes helpful screen shots.

 Link to Video: Manually Creating Invoices

Creating an invoice manually is the alternate choice to using a LEDES file created by automated billing software.  In most cases, your client will require a line item for every function being billed.                                                                                                                                           

You may want to begin by familiarizing yourself with your client’s Billing Codes. To view the codes in Collaborati, follow these steps:

 

1. Click "Clients" in the top menu bar

2. Click on the client's name

3. Click the fourth icon from the top on the left navigation menu ("Codes")

4. Click "Select Office" to choose the correct Office from the dropdown menu.

5. Displayed are the billing codes for this client.

6. Click on either "Task Codes" or "Expense Codes" to view the list of available codes.

 

EB - Create an Invoice1.png

 

6. To view the Non-US tax codes, select "Non-US Tax Codes". 

 

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To start creating your invoice:

  • Click "Invoices" in the top menu bar.
  • Choose "Create Invoice".
  • Click "Bill Invoice As" to choose the correct Office from the dropdown menu. 

Fill in pertinent information.  Most clients require the Invoice PeriodInvoice Date must be after the Invoice Period.  It is recommended to leave the Invoice Total at $0.00 as Collaborati will automatically add the amount.  Place a brief description of the invoice in the Description box.

HEADER

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  • Click the "Next" button

LINE ITEMS: Fee Input

Select your Matter from the drop-down list.  Item Type is Fee.  TK is the timekeeper.  Fee is the code from your Task Codes list.  Activity is the code from your Activity Codes list.  Rate is the hourly rate of the timekeeper used (authorized by the client).  Hours is the amount of time the timekeeper worked on the matter.  A description of the fee should be typed into the Description box.  If this item is to be taxable, check the Taxable Item box. 

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  • Click on the "Add Item" button to finish the line item fee input.

LINE ITEMS: Fees Complete

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LINE ITEMS: Expenses Input

The same process as Fee input, but no Timekeeper is required and you must select the proper Expense code.  Item Type is Exp.  If this item is to be taxable, check the Taxable Item box. 

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LINE ITEMS: Expenses Complete

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  • Click the "Next" button

TAXES AND DISCOUNTS

If you are applying discounts to the invoice, here is where you apply your discount by % on Fees and/or Expenses.

Taxes are applied at the % to the Taxable items.

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  • Click the "Next" button

Attachments

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Use the "Choose Files" button to search for the document that you wish to attach.

 

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After you have found the document, click on the "Attach Files" button.

 

The attached document will appear in the attachment section.

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  • Click the "Next" button

PREVIEW Completed Invoice

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This procedure should produce an invoice acceptable to your client.  It is now ready to submit to the client.

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