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Invoices

Post a Proforma or Tax Invoice

Company users can post proforma invoices, and can also post tax invoices that correspond to approved proforma invoices. The matter is associated with an office or region that has enabled proforma invoicing, and you must have relevant permissions access the matter. Select the
Proforma invoices
tab to show the proforma invoices that have been posted to the matter.
When a company user posts a proforma invoice, it will be routed for approval in accordance with the invoice approval route that is assigned to the matter. Company users are also able to post tax invoices that correspond to approved proforma invoices. The process for doing so is the same as the law firm’s submission of tax invoices once a proforma invoice has been approved.
  1. Select
    Matters
    >
     Matter list
     in the left navigation.
  2. In the list, find the matter you want to work with and click the matter name to open it.
  3. On the tab bar, select
    Proforma Invoices
    .
  4. Select
    Post Invoices
    . A new page opens.
  5. The
    Proforma invoice acceptance number
     field is pre-populated with the invoice number and is read-only.
  6. Select the posting method. You can post using
    • LEDES manual upload
    • LEDES generator
    • File upload
  7. Complete the fields on the new invoice page then attach the invoice. Fields with an asterisk are required.
  8. Click
    Post & close
     in the toolbar.

This article applies to:

  • Product: Legal Tracker
  • Subject: Billing, Invoices
  • Audiences: Company