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

Check the Branch, Date opened, UFN, Procurement Area, Access Point, Case Stage Level and Schedule Reference have been entered.

Click Save & Close.

Click on the Time & Fees tab.

Check all time and fee items have been entered.

Navigate to the Cost Recovery tab within the Office Accounting tab.

Check 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, Controlled Work.

Enter the relevant reporting codes for Claim Type, Matter Type 1, Matter Type 2 and Outcome. 

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

Enter the correct Date Concluded, and Date Billed.

• Date Concluded - The date that the 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 to inclusion.

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.

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 required CW1 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 and pre-populate this with the relevant time, fee, and cost recovery entries. 

Check the details on the form and click Save and Close to save a copy of this onto the matter.