How to attach backup files/receipts along with the invoice PDF file when submitting an invoice in CounselGO
Normally, when an invoice is submitted, the only requirement is to attach the invoice PDF file.
There might be however a case where the client will ask for a backup file/receipts. This can be done by scanning all of the receipts/backup files and saving it as a PDF file. This PDF file will need to be submitted along with the invoice PDF file.
To add additional PDF files, follow the instructions below. (For this particular instruction, we will be submitting an invoice using a LEDES file.)
Select New Invoice at the top right in CounselGO after logging in.
Select I have LEDES files.
When the Upload Files screen appears, select Choose files....
Select the LEDES file (.txt) for the invoice that is stored on your device.
Then select Next, Validate Invoices....
When the Review screen appears, select Add PDF copy attachment.
Select Choose files....
Select the Invoice PDF file stored on your device and the PDF file containing the backup file/receipts.
Then select Save and Close.
There are three ways you can verify whether the PDF files were actually attached.
1. There will be a paper clip icon under the Attachments column as seen in the screenshot below.
2. Click Saved Invoices (x) at the top far left.
This is where the list of saved invoices are saved. The invoice that was recently saved should be found here.
Also the user will see a paperclip icon in-between the Total and Status columns as in the screenshot below.
3. The invoice can be reviewed. The attached PDF files can be seen as well as in the screenshot below.
After verifying that the PDF files are attached, the invoice can be submitted.
Please reference the following videos to submit your invoice:
How to submit invoices in LEDES:
How to submit invoices in PDF:
Please contact firstname.lastname@example.org for any other questions and we are happy to help.