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.