This tutorial will show you how to use the discount feature to apply discounts to your legal invoices. The discount feature provides the ability to apply a percentage discount to an invoice while ignoring line items that are expenses. The discount amount will show as a negative value in the invoice totals and will only be visible to the customer if there is a discount present. When no discount is present, the invoice will only show the overall total.
This discount value has been developed to work with the LEDES format as well and LEDES invoices with discounts will import properly into client systems – no additional work required.
Here is the step-by-step process on how to apply a discount to your legal invoices
When creating an invoice, toggle to the “Alt. Fees and Adjustments” area. Click “Add Adjustment.”
Toggle to “Discounted Bill,” and apply the percent discount to be deducted from the total.
Next, make sure that all of your invoice line items are utilizing the regular rates and prices. These values will be discounted off of the total:
Then, at the bottom of the invoice you will see the discount applied to the invoice:
Now you’re done! You can save your invoice. The recipient of the invoice will see the following:
