Manually Creating an Invoice

Related Topics Introduction

When manually creating an invoice to be submitted using Corridor, each invoice can only pertain to a single matter. If multiple matters are needed, you must create multiple invoices.

To Create an Invoice:

Login to the Corridor Website. Only a Manager or Invoice Submitter can submit invoices.
Click on the client company on your home page.
On the Invoices: Electronic Submission page, click the Manual Submission link and select Create New.

On the Invoices: Manual Submission page, select the identifier for the client from the Client ID menu.

$images\icn_exclaim.gif$ If a client ID is not available, a Manager can add the client ID to Corridor. To add a client ID, click on the View Client IDs link on the title bar on the Invoices: Manual Submission page. If you are an Invoice Submitter, contact a Manager to add the client ID.

Enter the following information:

Type the identifier for the invoice in the Invoice Number text box.
If multiple vendor locations exist, type the identifier for the site in the Vendor ID text box. This identifier must match exactly the identifier for your firm used by the client company in the matter management application.
Type the identifier for the client matter in the Client Matter Number text box. This identifier must match a valid matter number in the client's matter management application for the invoice to be transmitted properly.
Type the date for the invoice in the Invoice Date text box or click the $images\btn_calendar.gif$ Calendar button to select a date.
Type the start and end dates for the time period for which the invoice is being submitted in the Service Start Date and Service End Date text boxes.
Type the sum of all invoice detail line items in the Invoice Total text box. This number must equal the total of all the line items or Corridor will return an error when you click Continue.
Indicate the type of currency (the default value is USD for United States Dollar) used for the invoice amount. The entry in the Currency Type field must match exactly the currency type for your firm used by the client company in the matter management application.
If the invoice is subject to taxes and the client company has enabled tax support, Tax Rate field appears on the page. Type the percentage as a decimal number (for example, a tax of 8.75 percent is entered as .0875) of the fees/expenses that are taxed in the Tax Rate text box. Taxes can only be entered for a single jurisdiction.

In the Invoice Details area, click the $images\btn_new.gif$ New button to enter line item information for the invoice. At least one line item must exist in order to submit the invoice.
On the Manual Submission: Invoice Detail page, enter information for the line item. The fields will vary on the page depending on whether the type is a fee or expense.

$images\icn_exclaim.gif$ Optionally, a discount can be applied at the invoice detail level only. Enter a discount in the currency amount (if the discount is a percentage, calculate the amount of the discount and enter the actual amount in the Discount field, not the percentage). To apply a discount amount to an entire invoice, enter the discount amount for a single invoice detail item or distribute the amount over multiple items. Because you cannot create an invoice detail item that is a negative number, you cannot apply a discount that is larger than the charges on the item (this restriction means you cannot create an invoice detail item that only has a discounted amount applied to it). Corridor does not calculate the total amount with the discount applied, so you must manually calculate the total amount from the base amount less the discount.

If the client company has enabled tax support, a Tax Amount field appears on the page. If applicable, you must manually apply the tax rate to the base amount of the line item and enter this amount in the Tax Amount text box.
Click Save or click Save/New to enter another line item. Click Close when you have entered all line items. Click Yes to close the window.

$images\icn_exclaim.gif$ If a required field is not entered, Corridor will prompt you to enter the information before you can save the line item.

To Submit a Manually Created Invoice:

On the Invoices: Manual Submission page, click Continue.

$images\icn_exclaim.gif$ If a required field is not entered, Corridor will prompt you to enter the information before you can continue. If the Invoice Total does not equal the sum of the invoice detail line items, you must correct the amount.

Click OK on the message box that informs you that it is recommended you save a copy of the invoice to your local disk drive. In order to correct a manually entered invoice in the event of a business rule rejection, you must save a copy of the invoice and use the steps in Correcting a Manually Entered Invoice to resubmit the invoice.

On the File Download dialog box, click Save (do not click the Open button since this action will result in an error because the file is encrypted). On the Save As dialog box, select the location to which you want to save the file, then click Save. On the File Download dialog box, click Close.

$images\icn_exclaim.gif$ Corridor uses the following naming convention for all saved invoice files: Corr<Invoice_Number>YYMMDDHHMM.XML, where <Invoice_Number> is the text entered in the Invoice Number field, YYYY is the four-digit year, MM is the two-digit month, DD is the two-digit day, and HHMM is the time the file was created using a 24-hour clock (military time). Even if a file is renamed during the save process, Corridor will refer to the file using the internal naming convention above (on the Invoice: Status page).

If the client company has configured the matter management application to accept attachments to invoices, add attachment(s), such as receipts, to the file by invoice on the Invoices: Manual Submission page. The naming convention for attachments is a tilde, the invoice number, tilde, filename (for example, ~98765~SD1100.jpg). Click Attach next to the invoice and browse to the attachment. Attachments are allowed a maximum size of 5 MB per submission. To remove an attachment before submission, click Remove next to the attachment name.
Click the Submit LEDES File button.