From the Office Accounting tab use the drop down on the New Invoice button, and select Legal Help or Controlled Work.

When the invoice is displayed, select the Claim Type, Mater Type 1, Matter Type 2, and Outcome. If applicable, select a Stage.

Based on the matter type 1 and matter type 2 codes the field for Follow On Work will be enabled / disabled. If enabled select the required option for how the matter is proceeding.

Amend the Date concluded to reflect the date when the claim concluded.

The Date billed, is that which will be used to post the invoice to accounts.

The Status of the invoice can be set to Draft - Unapproved, Draft - Approved or (the default option) Final – Printed/Sent by using the drop-down menu.

If you select a matter type 1, with a valid combination of matter type 2 (a Graduated Fee claim), then the fixed fee will be automatically allocated to the invoice.

Use the tick box to indicate if a Postal Application Accepted.

The Total breakdown will summaries how your invoice total has been calculated.

To produce the required claim form, open the invoice by double clicking on the appropriate line within the grid. Click on the word icon in the top right corner of the invoice screen, which will display a list of the available billing forms. Selecting the required form will open the form within Word or Excel and pre-populate this with the relevant time, fee, and cost recovery entries.

Click Save & Close.