To create a New Time/Fee Entry for your legal aid Mental Health matter, complete the following steps.

1. Click on the Time & Fees tab.

2. Select New Billable Items on the Actions menu. 

3. Enter the correct Date
4. Select the Billing Stage of the Time/Fee Entry from the drop-down list. 
5. Select the appropriate Activity Rate 
6. Select the relevant Activity  

7. Enter a Billing Description and number of Units 

8. To record multiple items, click New Item and repeat steps 7 and 8 

9. Click Save & Close.

Recording Bolt On Payments

1. Click on the Time & Fees tab. 

2. Click on the drop-down for the New Billable Items and select Bolt On Payment through the Actions menu.

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

4. Click Save & Close 

Invoicing your claim 

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 on the Actions menu.

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

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. 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.
8. The Total breakdown will summaries how the invoice total has been calculated
9. Click Save & Close