How do I generate LEDES Invoices?

  • Updated
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.LEDESBilling.png
  • Generate your New Invoice.

  • Once the invoice is created, select Print LEDES from the kebab menu to the right of the invoice.


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