How do I generate LEDES Invoices?

Updated November 22, 2023 19:59

To generate a LEDES Invoice, you will need to make sure UTBMS Codes are enabled in your Firm Settings as well as in the Matter you wish to bill.

Select Firm Settings from the drop-down menu beside your avatar.
Click Billing & Accounting in the menu and select Billing Options from the expanded menu.
- Select the UTBMS Codes you wish to activate.
Next, navigate to the Matters section and click on a Matter No you would like to enable UTBMS codes on to open the Matter Details, then click the Options tab.
Scroll down to Billing Options and select the checkbox beside Enable UTBMS Codes to enable the codes for the Matter.
Generate your New Invoice.
Once the invoice is created, select Print LEDES from the kebab menu to the right of the invoice.