Click on the Time & Fees tab.

Click on the drop-down arrow for the New Billable Items and select Bolt On Payment.

Complete the relevant information including Billing Stage, Date and Staff.

Click Save & Close.

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

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.

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.

Click Save & Close.