If you are adding a summary invoice, the page that opens after assigning a matter record to the invoice is the Summary Invoice page. Unlike the detailed Invoice, a summary invoice has the option to add fees, disbursements, and adjustments amounts.

1. Enter the Invoice Number into the text box. This number can be any combination of letters, numbers, and dashes, up to 35 characters.
2. Type or select the  icon to enter Invoice Date and billing period using the Period From and Period To fields. Review the default Fiscal Period and update if necessary.
3. Review the currency information. The currency field defaults to the law firm’s currency, at the current exchange rate. If desired, select a different currency from the drop-down menu and enter the conversion rate in the Use Rate Of field. Check the Do NOT Convert box if you want to skip currency conversion.
   
4. Enter the amount for "Fees", "Disbursements", and "Adjustments/Other". The total is calculated automatically.
5. Enter "Optional Text", "Electronic File Type", and "LEDES File Name" in the designated fields.
6. Fill out the optional user defined fields, add comments if desired. Indicate whether the invoice is paid by other parties using the drop-down lists.
7. Click Continue.
   

You now have several options:

• Add Another Matter to the same invoice
• Add New Invoice to the Same Vendor
• Add New Invoice to a New Vendor
• View the Invoice
• Adjust Division Charge Backs
• Delete existing Charge Backs