To generate a LEDES Invoice, you will need to make sure UTBMS Codes are enabled in your Firm Settings as well as in the Matter you wish to bill.
- Go to Firm Settings
- Click on Billing & Accounting Options.
- Under Billing Options, you will be able to select the UTBMS Codes you wish to activate
- Go to the Matter Details Page of the Matter you would like to enable UTBMS code on
- Click on the Matter Options Tab
- Enable the UTBMS Codes for that Matter
- Generate your New Invoice
- Once the invoice is created, select the 3 vertical dots to the right of the invoice.
- Select Print LEDES