Different Invoice Line Items Types

In CounselGO, when submitting an invoice without a LEDES file, below are examples of how to enter some of the different line item types.

• Flat fee with Unit set to 1
• Flat fee with Units set above 1
• Flat fee with tax
• Hourly fee with timekeeper
• Hourly fee with timekeeper and tax
• Hourly fee with timekeeper and task code
• Hourly fee with timekeeper and adjustment
• Expense
• Credit

Once you have completed the top of the invoice page, you will move down to add each line item.  Click + Line Item to add each. 

The Add New Line Item pop-up window opens. Enter the required details and click Save or Save and Add Another.  Either way, CounselGO confirms the addition.  

Here are a number of example types.

Flat Fee with One Unit

Type is IF - Flat Fee. Description informs what the fee covers.

Cost is the total for the line item, because the unit of multiplication is 1.

Flat Fee with Multiple Units

Type is IF - Flat Fee. Description informs what the fee covers.
Cost multiplied by unit (40) is the line item total.

Flat Fee with Tax

Type is IF - Flat Fee. Description informs what the fee covers.

Cost multiplied by unit is the subtotal. Multiplying that subtotal by the VAT tax, and adding the tax to the subtotal retrieves the grand total for the line item.

Hourly Fee with Timekeeper

Type is F - Hourly Fee. Selecting a timekeeper sets the rate.  This field can still be edited as needed. Description informs what the fee covers.

Rate multiplied by hours is the total for the line item.

Hourly Fee with Timekeeper and Tax

Type is F - Hourly Fee.Selecting a timekeeper sets the rate.  This field can still be edited as needed. Description informs what the fee covers.

Rate multiplied by hours is the subtotal. Multiplying that subtotal by the GST tax, and adding the tax to the subtotal retrieves the grand total for the line item.

Hourly Fee with Timekeeper and Task Code

Type is F - Hourly Fee. Selecting a timekeeper sets the rate.  This field can still be edited as needed. Description informs what the fee covers. 

Selecting a task code tells the SimpleLegal system what work was performed.  This may have a financial allocation associated with it for the client.

Rate multiplied by hours is the total for the line item.

Hourly Fee with Timekeeper and Adjustment

Type is F - Hourly Fee. Selecting a timekeeper sets the rate.  This field can still be edited as needed. Description informs what the fee covers.

Rate multiplied by hours is the subtotal for the line item. You can adjust the line item down by adding a negative number in the Adj field. Subtotal plus the negative adjustment achieves the grand total for this line item.

Expense

Type is E - Expense. Description informs what the fee covers. 

Selecting an expense code tells the SimpleLegal system expense what this line covers.

Cost multiplied by units is the total for the line item.

Credit Line Item

A credit can be set by one of these methods:

• A negative line item with a custom task code on a positive invoice total amount. Check with the client's billing guidelines if a specific task code is needed. 
• A negative line item without any custom task code on a negative invoice total.

Here you can see that the invoice line item is a credit.  The Type is IF - Flat fee.  The Description identifies this as a credit.

A negative cost amount multiplied by a Unit of 1 results in a negative total for this line item.

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