Insurance Defense Module: How to invoice with LEDES.
This is available with our Premier Tier subscription.
1. Select 'Billing' from the left-hand navigation panel.
2. Click on the number for 'Fees pending invoicing'.
3. Select your filters.
Are you looking to bill for a few LEDES clients? 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.
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.
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.
4. Select 'Get Answer'.
5. Scroll down to view the Report Summary for the filter selected above.
6. Select ' Invoice'.
7. Select "LEDES' for your file format.
This will generate a .dat file.
To include a human readable invoice with the .dat invoice, please reach out to your Account Manager to learn more about our Premier Tier, and all the additional LEDES features available.
9. Select your Trust Details and click 'next'.
9. Confirm your batch and select 'Process Invoice(s)'.
10. You will receive a message when the Invoice batch is complete. Select 'Download Invoices' to view your Invoice, or select 'Done'.
11. Open the .dat file.
