Submit an Invoice Adjustment in a LEDES File

This article assumes you are familiar with building LEDES files. If not, please see the overview article.

There may be times when you need to apply a lump sum discount to an invoice. With a LEDES file, there are 2 options for the line item: 

OPTION 1

Enter a negative amount in the Unit Rate field.

• Line Item Type (IF)  
• Line Item Total = Unit (1) x Unit Rate (negative amount of the discount) + Adjustment (0)

OPTION 2

Enter a negative amount in the Adjustment field.

• Line Item Type (IF)
• Line Item Total = Unit (0) x Unit Rate (0) + Adjustment (negative amount of the discount)

Example

Set the following entries in the LEDES file.

• LINE_ITEM_NUMBER_OF_UNITS = 0
• LINE_ITEM_UNIT_COST = 0
• LINE_ITEM_ADJUSTMENT_AMOUNT = -100

The LINE_ITEM_TOTAL will be -100.

The attached sample LEDES file will result in the following invoice in CounselGO:

CounselGO recommends that you verify that the PDF and LEDES invoice amounts you submit to the client reflect any discounts, so that the PDF and electronic amounts match across formats (PDF, LEDES, etc.).

Related Articles:

• LEDES invoice file basics
• Upload a LEDES file
• Attach a PDF to a LEDES file

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