From within the Details & Correspondence tab of the matter click on the Legal Aid Matter Details button.

Check the Branch, Date opened, UFN, Undesignated area, Court, Rep order No and Rep order date have been entered.

Click Save & Close.

Click on the Time & Fees tab.

Check that all times and fee items have been entered.

Navigate to the Cost Recovery tab within the Office Accounting tab, check that all cost recovery items have been entered.

Click on the drop-down arrow for New Invoice, within the Legal Aid section, and select the stage of work you wish to raise the invoice for.  Proceedings is for a magistrate’s claim.

Enter the relevant billing codes for Standard fee category, Offence, Outcome, and Stage - please note that based on the codes entered LEAP will apply the required standard fee to your invoice.

Ensure the correct Date Concluded, and Date Billed have been entered.

• Date Concluded - The date that this claim finished
• Date Billed - The date that will be used to process this invoice to the accounts and determines   which submission month this invoice will be available for inclusion

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

Check the information and click Save & Close to finalise and save the invoice to the matter.  The invoice line item will be displayed within the Office Accounting ledger. 

To produce the CRM11 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 CRM11 will open the form within word and pre-populate this with the relevant time, fee and cost recovery entries. 

Ensure that the detail on the form is correct and click Save and Close to save a copy of this onto the matter.