Best practices when applying a discount to a non-LEDES invoice
Discounts in LEDES files are generally straightforward and applied by the vendor's billing software. However, when adding discounts manually in CounselGO for non-LEDES invoices, please do the following:
1. Add a separate line item with a line item type of Adjustment with the label/name including "Discount" (this could read "Fee Discount" or whatever name best describes the discount given). What is important is that the client can easily discern that this is a discount line item as opposed to the traditional billed line items.
2. For the line item amount, make sure it's a negative number so it will subtract from the overall invoice total.
3. Date the discounted line item reflective of the dates of the billed line item worked dates. For example, if an invoice for work performed in April is being submitted, remember to date the discount/adjustment line item for a date in April even if the invoice will not be submitted until May. This will be easier for the client to review and report on the invoices when breaking them out across months.
For the client, the invoice will have the proper discounted amount displayed.
Please contact firstname.lastname@example.org for any other questions and we are happy to help.