Submitting an Invoice Adjustment in a LEDES File

This article is intended for users who are familiar with building LEDES files. If not, please see the overview article.

There may be instances when you need to apply a lump sum discount to an invoice. With a LEDES file, there are two ways to do this:

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 sample LEDES file attached to this article will result in the following invoice in CounselGO:

We recommend verifying that the invoice amounts you submit to the client match across the LEDES and PDF copy, including any discounts.