How to run Invoices for LEDES only.
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.
7. Then, select 'Generate Invoices'.
8. Configure your Batch Billing options and click 'Next'.
Be sure to select 'LEDES' if you need to generate an electronic file. You may also toggle to include a client summary page with invoice totals and combined total.