Insurance Defense Module: How to invoice with LEDES billing.
The Insurance Defense Module is available with our Premier Tier subscription
1. Select 'Billing' from the left-hand navigation panel.
![](https://media.screensteps.com/image_assets/assets/007/421/714/original/71f64b55-2a52-4918-8e68-1bf7c0fe2435.png)
2. Select the number for 'Fees pending invoicing'.
![](https://media.screensteps.com/image_assets/assets/007/422/130/original/56969d1a-a517-4e70-aa4b-3099144fe0e0.png)
3. Select your filters, and click 'Get Answer' to invoice.
![](https://media.screensteps.com/image_assets/assets/007/422/132/original/01638186-3ceb-447c-b12b-074d866c18a6.png)
4. To invoice LEDES only, 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.
![](https://media.screensteps.com/image_assets/assets/001/757/095/original/38c55363-57c5-4feb-8004-c9c02c9254b0.png)
![](https://media.screensteps.com/image_assets/assets/001/757/116/original/b3a6e559-6f0e-486a-9a24-c43ca546dd6f.png)
5. Select 'Get Answer'.
![](https://media.screensteps.com/image_assets/assets/005/074/861/original/96a33a46-6d4b-4711-96f7-269cc3cec727.png)
6. Scroll down to view the Report Summary for the filter selected above.
![](https://media.screensteps.com/image_assets/assets/007/421/716/original/0327105c-f213-4008-883b-fa24971d38e7.png)
7. Select 'Enter Audit Mode'
NOTE: 'Audit Mode' is only available while batch billing and on our Premier tier.
![](https://media.screensteps.com/image_assets/assets/007/422/134/original/a8db55a6-f1ea-431f-ad5f-847a8133a1a0.png)
8. Review the Report Summary and potential issues. If there are no errors found while auditing, no results will populate.
![](https://media.screensteps.com/image_assets/assets/007/422/136/original/64673c6b-c8ab-4714-a00b-688ffa7511f5.png)
9. Click the '+' sign to expand potential issues next to the client:matter.
![](https://media.screensteps.com/image_assets/assets/007/422/138/original/e9ba6e3d-2275-4d32-840a-031ade1482b9.png)
View the error 'Cost has no expense code'.
![](https://media.screensteps.com/image_assets/assets/007/422/140/original/84d4d49d-849a-4de9-bac2-30f7237c2248.png)
Now, while still in the expanded view select 'Edit Activities Inline'.
![](https://media.screensteps.com/image_assets/assets/007/449/853/original/5bbb2449-5519-4cd5-918b-118d12e5fddb.png)
You'll be prompted to make any updates for each billable line item, and enter assigned LEDES codes.
![](https://media.screensteps.com/image_assets/assets/007/449/856/original/82a3295d-f806-4557-ab1a-fcbc0ebc2465.png)
When you're finished, click ' Save Changes'.
![](https://media.screensteps.com/image_assets/assets/007/449/860/original/62ea1b57-1e9b-4ffc-beb9-bfadaa4865d0.png)
10. Now, select 'Generate Invoices'.
![](https://media.screensteps.com/image_assets/assets/007/449/862/original/17a22515-e8f9-4ec4-b63f-91ae6aa96a60.png)
11. Review your invoice options:
- Is this a Prebill or an invoice? Select Prebill or Invoice
- Select your file format: Select LEDES. With the insurance defense package, you'll also be prompted to include a human-readable PDF option once you invoice.
- Choose your Invoice Template.
- Select any additional invoice options.
- Select your trust options, if applicable.
![](https://media.screensteps.com/image_assets/assets/007/449/866/original/597bfd23-58a4-4ca3-b6bb-1119ba0e5ad6.png)
12. You'll see a message when your invoices are being processed. Select 'Done'.
![](https://media.screensteps.com/image_assets/assets/007/449/869/original/474a6286-d5a7-40ca-9556-efd5dfa9a5bc.png)