¶ Present the invoice, write the memo and the cover letter
🌐 English · Français
The time and expense detail printed with the invoice (and exported to LEDES) comes from the presentation module, a copy of the proforma lines that you rearrange freely.
- On the proforma, choose Presentation.
- Use Regroup Lines, Split lines, Replace Resource or Search-Replace Matter Description.
- Check the indicator at the bottom of the page: the presented total must equal the proforma amount, otherwise the proforma can’t be posted.
¶ Write the memo and the cover letter
- On the proforma, open the Annex.
- Write the memo, which details the services, then validate it.
- Create the cover letter from a template.
Select Detailed Invoice in the invoicing options to attach the time and expense detail to the invoice. The memo, the cover letter and the presentation module can be turned off in Matter Setup.