SimpleLegal's Enhanced Invoice Adjustments make it clearer for you to see why your invoice was adjusted. With our updated design in CounselGO, it's easier to understand exactly how and why your invoice was adjusted the first time around so there's no more wasted time with back-and-forth clarifications.
- An updated Invoice List table with a reason icon to show why the total of an invoice was adjusted and any additional reviewer comments (if applicable).
- Quickly view adjustment amounts and any additional details provided by the reviewer from the Invoice Details page in CounselGO.
- Easily understand adjustment codes with explanations for specific line items and view the adjustment reasons and comments if provided.
- Option for clients in SimpleLegal to notify vendors about approved invoices with adjustments.
How it Works:
An easy view of the invoice adjustment reason helps you quickly spot when an invoice has been adjusted from the Invoice List page. The comment icon is a visual indicator that can be clicked to see the adjustment reason and any additional comments (if provided) without leaving the current page.
The redesigned Invoice Details page is better organized to quickly find the information you're looking for, such as the adjustment amounts in the top-right corner. If the invoice total was adjusted, you'll see the adjustment reason and any additional comments on the right side of the page.
For adjustments made to individual line items, you'll see the relevant adjustment amount, the reason and its description, and any additional reviewer comments.
You may also receive invoice adjustment email notifications to communicate why an approved invoice was adjusted and any additional comments.
NOTE: It is up to the reviewer in SimpleLegal to trigger the email notification. You can check the status of an invoice at any time from the invoices dashboard in CounselGO.