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When using Smart Invoice to import LEDES files either manually or using the Smart Invoice Web or Smart Invoice E-mail tasks, discounts on invoices can be specified by the vendor for individual fee/expense line items or as an invoice-level discount. Bridgeway Software has included functionality to account for these two scenarios of discounting in a LEDES file.
For an invoice line item, a Total Discounts Billed field appears for each line item. For imported invoices, this field will be populated with the LEDES LINE_ITEM_ADJUSTMENT_AMOUNT value in a LEDES 1998B or 1998BI file or with the <discount_amount> value in a LEDES 2000 file. Double-clicking on the line item opens the Invoice Detail dialog box, where additional information can be specified or changes can be made.
Clicking on the Discount button on the Invoices Summary page or Invoices Base Info tab causes the Invoice Discount dialog box to open where you can create a new invoice-level discount or modify an imported invoice-level discount. You also can specify whether an invoice-level discount is applied as a percentage or a dollar amount for the invoice. An area to enter comments concerning the discount is provided. An invoice-level discount is applied to fee line items only and is apportioned across all matters that pertain to the invoice.
The discount amounts appear in the following areas of eCounsel:
§ Invoices Summary page – per line item, the discount amount (in the billed currency amount) is located in the Invoice Detail area. Clicking on the discount amount opens the Invoice Detail dialog box for the line item or the Invoice Discount dialog box for invoice-level discounts.
§ Invoices List page – the Total Discounts Billed field displays on the invoices grid by default. You can reorder the field by clicking the Options button.
§ Invoices Base Info tab – the Total Discounts Billed field displays the sum of the discount applied at the invoice-level and all discount line items.
§ Invoices Matter tab – the Total Discounts Billed field displays on the matters grid and the invoice detail grid. At the matter level, this field is the matter-specific invoice-level discount or the sum of all discounts applied to individual line items. At the invoice level, this field is the amount specified as a line item discount or the amount apportioned to the matter for an invoice-level discount.
§ Invoice Detail dialog box – when manually creating an invoice or editing an imported invoice, the Total Discounts Billed field is available from a line item on the Matter tab in Invoices edit mode. Double-clicking the line item opens this dialog box.
§ Invoice Discount dialog box – the Total Discounts Billed field displays the amount to be applied as a fee percentage to the entire invoice or as a fixed amount.
§ Matters Costs tab – the Total Discounts Billed field displays on the costs or cost detail grids.
§ Search page – when creating an advanced search on invoices, the Line Item Total Discounts Billed field is available as criteria after selecting to create an invoices query and selecting the Matter tab. The field also can be displayed in the search results. In addition, a Matter Invoice Total Discounts Billed field is available for the Matter tab, and a Total Discounts Billed field is available for the Base Info tab.