Classic LEDES: How to run invoices with LEDES billing.
This feature is available on our Pro tier.
1. Select 'Billing' from the left-hand navigation panel.
2. Select the number for 'Fees pending invoicing'.
3. Select your 'Batch Type', 'Case Type', and any other applicable filters.
4. In the 'Filter by Matter Custom Field' enter 'Billing Type' in the Field Name and 'LEDES' in the Field Value. Select the '+' sign to add the custom field.
'LEDES' isn't auto-suggesting? Your unique Matter Custom Field may be different or may need to be created. Please refer to the How to create a Custom Matter Field for specific Matters with LEDES billing. FAQ.
Please be advised that this is not a required Matter Custom Field by Rocket Matter, but an option to ensure batch billing for LEDES is seamless.
5. Select 'Get Answer'.
6. Scroll down to view the Report Summary for the filter selected above.
If you want to ensure each billable entry has an activity, expense and task code, click the + next to the matter to expand the matter billing.
Click on the blue billable description to edit a single time entry and add or update the activity, expense or task code. Save your changes.
While the billing information is expanded, you can also assign, or update activity, expense, or task codes in bulk by selecting the 'Bulk Actions' tool.
You'll be prompted with a Bulk Update screen to apply Activity, Expense and Task codes to all billable entered selected. Confirm your changes.
7. Select 'Invoice'.
8. Configure your options, and select 'LEDES' to generate a .dat file format invoice.
9. Select your Trust Details and click 'next'.
10. Confirm your Batch Billing and select 'Process Invoice(s)'.
11. You will receive a message when the Invoice batch is complete. Select 'Download Invoices' to view your Invoice, or select 'Done'.
