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Create a Summary Invoice

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.

Summary Invoice

  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 calendar icon 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.
    Invoice Currency
  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.
    Additional Options

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


Adjust Division Chargebacks

By default, invoices are charged back to the matter’s current division/business unit, which displays in the Review/Adjust Charge Backs area. If you need to assign a different chargeback, you can do that before selecting one of the other options.

It is best to use this feature with pre-approved invoices, so that the reset chargeback functions available in several areas of the application do not overwrite your adjustment by resetting it to the matter’s division/business unit hierarchy.

If you see that the matter does not currently have a division/business unit assigned, update the matter, and then use one of the reset chargeback functions.

When you click the Adjust Division Chargebacks link, a selection area appears. Set the percentage amount and select the division and click Submit.

Select Division and Percentage

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