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Configure the fields to capture when posting invoices
If you are a LawVu Administrator, you can customize the information captured when posting invoices. To do this, navigate to Settings > Legal Service Providers > Billing > Invoice Details
Here, you can select the specific fields you wish to display on the screen when someone uploads an invoice. Additionally, you have the option to make certain fields mandatory, meaning the invoice cannot be posted unless those fields are filled in.
If a law firm is uploading the invoices, they will see the fields required and will need to complete them before they can post the invoice.
Please note that some fields are pre-defined and cannot be altered; these fields appear greyed out in the settings.
Here are definitions for the terms commonly used when uploading invoices:
Accruals (Exc. GST): The sum of fees/disbursements that have been incurred by the Legal Service Provider, but have not yet been submitted to the organization in an invoice (excluding taxes, such as GST)
Cost center: Specific department or project code for expense allocation.
Description : Notes about the invoice ( field is only available when uploading invoices as an Legal Service Provider)
Disbursements (Exc. GST): The total expenses or costs incurred by the Legal Service Provider, excluding any taxes like GST
Due date: The payment deadline for the invoice provided by the Legal Service Provider
Fees (Exc. GST): Total services provided by Legal Service Provider, excluding any taxes like GST
Invoice date: The date when the invoice was issued
Invoice number: The unique identifier assigned to the invoice by the Legal Service Provider for tracking
Matter name: The name to which you intend to associate the uploaded invoice.
Matter number: The unique LawVu matter ID
Purchase Order Number: The unique identifier associated with the purchase order.
Third Party: Identifies an invoice that is from a third-party entity
Total Tax: The total amount of taxes (such as GST, VAT, or sales tax) applicable to the invoice. It represents the sum of all taxes charged on fees and disbursements.
Invoice Notes: Additional information, comments, or specific instructions provided in the invoice to offer further clarity or context. ( When an Legal Service Provider uploads the invoice, this field will be replaced Description).
Invoice billing period: A billing period in an invoice is the timeframe the fees and expenses are invoiced for. Capturing this information accurately helps ensure that clients are not double-billed for the same services within the same period. When selected to show in the form and if required, then regardless of who uploads the invoice, this field will show in the invoice modal
This field shows as two fields in the invoice and grids - Billing period start and Billing period end. These can be added from the column selector in Spend > Invoices and in the matter invoices grid.
Note: "Exc. GST" stands for "Excluding Goods and Services Tax," indicating that the amounts specified do not include any applicable tax amounts.
After you've configured the fields, anytime an invoice is uploaded to the system, it will prompt the user to fill in the fields you have set:
Note: When a Legal Service Provider uploads the invoice, the 'Internal Notes' field is replaced by 'Invoice Description'.
Require approval of invoices added to matters
To control whether you want all invoices submitted to go through mandatory approval by the Matter Owner or their delegate, go to the Settings tab under Legal Service Providers / Billing.
From here, you can also ensure that LEDES invoices cannot be approved if they have been edited, which is beneficial if you are facing tax compliance restrictions or internal policies that prohibit short-paying invoices.
To learn how to send invoices to Accounts Payable, check this article.
Configure Organization billing details
When working with Legal Service Providers, it is essential to ensure your organization's billing details are accurately provided, as these details will be used on invoices generated by LawVu E-billing.
To configure your organization's billing details, navigate to Settings > Legal Service Providers > Billing > E-Billing tab. Here, you can enter or update your organization's information, which will be automatically included in invoices generated from LEDES files uploaded by your Legal Service Providers. Key details to configure include:
Address: Ensure the organization's physical address is correct.
Invoice Contact Details: Provide contact information for the person responsible for billing inquiries.
Tax Type and Number: Enter the appropriate tax type and identification number
When a Legal Service Provider uploads a LEDES invoice for your client, the system will automatically incorporate these details into the invoice, ensuring consistency and accuracy. This automation helps streamline the billing process, reduce errors, and maintain professional standards in your financial documentation.
To learn how to set up recipient billing details to invoices generated from time entries, check this article.