The invoices Dashboard displays a table of submitted invoices by default. From there, you can change views and filter content.
To access the Invoices Dashboard:
- Log in to CounselGO.
- Click the name of a Client. The invoices Dashboard opens by default.
From here you have a number of options.
|Types||At the top left of the page find links to different types of invoices - Submitted, Draft, and Saved LEDES files. Click a link to rebuild the Invoices table with that category of invoices|
|Statuses||The boxes across the top of the page reflect the number of invoices in each state - All, Open, Rejected, Approved/Paid. Click a box to rebuild the Invoices table with invoices of that status|
|Table||The body of the Dashboard displays a table of invoices matching the selection of type/status. Each table has the same columns: Date, Number, Subject, Currency, Total, Status, Status Date|
|New Invoice||Click the New Invoice button at the top right of the page to begin building a new invoice (LEDES or non-LEDES)|
To reduce the rows returned in the Invoice table you can filter on a value or click a pre-built filter (which are the same as the Status boxes at the top of the page.)
Contact Us: For more information please contact us at firstname.lastname@example.org. We are happy to help.