Once your claim has concluded, and invoice will need to be raised in readiness for inclusion in the monthly submission.

1. From the Office Accounting tab, click the ‘New Invoice’ button.

2. When the invoice form appears, select the Claim type, Matter type 1, Matter type 2, Outcome, and Stage, if applicable.

Note:   Selecting ‘Mental Health Stage Disbursement Claim’ will remove all time and fee items from the invoice.  The invoice will be raised for disbursement only.

3. Enter the number of Medical Reports Claimed
    
4. Use the DAR drop down menu to indicate if the matter was dealt with by a Designated Accredited Representative (N.B. this is only relevant for Case Stage Level 3 matters)
    
5. Use the tick box to indicate if a Postal Application Accepted

6. Amend the Date Concluded, to reflect the date that the claim concluded. The Date Billed is the date that will be used for the invoice to be posted to the accounts and will also determine the monthly submission that this invoice will be available for inclusion.

7. 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.

8. As the is claim is a controlled work claim, the fixed fee that is associated with the case stage level, set in the legal aid matter details, has been allocated to the invoice.

9. The Total breakdown will summaries how the invoice total has been calculated

10. 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

11. Click Save & Close