Invoices Dashboard

Selecting a client from the list in CounselGO redirects you to the invoices dashboard. You can also access this from any page for the selected client by clicking on Invoices from the left-side navigation menu.

The default view shows all invoices submitted by date in ascending order (i.e., most recent first). You can click on a column name to re-sort the list (e.g., Date, Number, etc.).

The invoices list shows the following information for each invoice:

• Originator: Initials of the CounselGO user who submitted the invoice to the client.
• Date: Date the invoice was submitted (MM/DD/YYYY format).  
• Number: Invoice number assigned by the originator/submitter.
• Subject: Description entered for the invoice.
• Currency: 3-character currency used on the submitted invoice (e.g., USD).
• Total: Amount billed to the client, including fees and expenses.
• Status: Displays one of the following: Received, Approved, Rejected, On Hold, or Paid. 
• Reason: If a comment icon is displayed for an invoice in Rejected status, click on it to see the rejection reason(s) or additional comments provided by the client. 
• Status Date: Date the invoice was moved into its current status (MM/DD/YYYY format).

From the invoices dashboard, you can also do the following:

Narrow the list of submitted invoices by status or keyword by using the quick filters at the top of the dashboard, the tabs in the table, or the search box.  Invoice statuses are as follows: All (default), Open, Rejected, and Approved/Paid.  NOTE: Open invoices refer to any invoice that has been submitted and/or is pending client review (i.e., Received status).
Click on a row from the table to open an invoice's details page.
Switch between Submitted Invoices (default view) and Draft Invoices. A Submitted Invoice is an invoice you have already sent to the client for review and approval.
From the Draft Invoices view, you can access the following tabs: LEDES: LEDES invoices that were uploaded but not submitted to the client or that failed processing.  Non LEDES: Manual invoices that were saved as drafts but not submitted. Click on an individual invoice to finish editing and submitting it, or select multiple or all invoices to delete or submit them in bulk.
Click on the New Invoice button in the top navigation bar from any page to start submitting an invoice (i.e., LEDES format or manual entry).
Click Download from the Submitted Invoices tab to export the list of invoices and view general information offline, such as Originator, Invoice Number, and Status. This can be done from the All, Open, Rejected, and/or Approved/Paid tabs.

Related Articles:

• Submitting a new LEDES invoice
• Submitting a new manual invoice