Legal Aid Civil - Invoicing a Mental Health Controlled Work Claim in LEAP Web

31/01/2020
Knowledge

How To

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

Hover over the Office Accounting tab and click Payments & Debtors, click the ‘New Invoice’ button on the Action menu.

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

Enter the number of Medical Reports Claimed
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)
Use the tick box to indicate if a Postal Application Accepted
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.
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.
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.
The Total breakdown will summaries how the invoice total has been calculated
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

Last Modified Date

31/01/2020 7:23 am

Title

Legal Aid Civil - Invoicing a Mental Health Controlled Work Claim in LEAP Web

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Legal-Aid-Civil-Invoicing-a-Mental-Health-Controlled-Work-Claim-Web

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