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

Check the Branch, Date Opened, UFN, Eligible, and Schedule Reference have been entered, and any other relevant legal aid information.

Click Save & Close.

Click on the Time & Fees tab.

Check all time and fee items have been entered. 

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

Check all cost recovery items have been entered.

Click on the New Invoice, within the Legal Aid section.

By default the button will call the invoice form for Assessments, to raise an invoice for Meditation click the dropdown and select Mediation from the list.

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

Enter the Case Start Date (Date of 1^st Assessment or Mediation Meeting), of Sessions and Agreed Proposal, if there was Direct Consultation with Children, tick the DCC box (This will add DCC to the matter number on the Submission sheet).

Use the tick box to indicate if a Postal Application Accepted for both Client 1 and Client 2, if applicable.

Enter the correct Date Concluded, and Date Billed.

The Status of the invoice can be set to Draft – Unapproved, Draft – Approved or (the default option) Final – Printed/Sent using the Status 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.