Invoice Generation

Invoice Generation

To generate an invoice for a report manually:

  1. Navigate to the report you want to generate an invoice for.
  2. Click Generate Invoice button in the Report console.

3. Complete the following fields:

  • Invoice Type: defines what invoices will be created.
    • For the Whole Report – one invoice will be generated for the whole report. This option is active for all reports.
    • For Clients – a separate invoice will be generated for each of the clients included in the report. This option is active for reports which were generated with a Client breakdown.
    • For Matters – a separate invoice will be generated for each of the matters included in the report. This option is active for reports which were generated with a Matter breakdown.
    • For Workspaces – a separate invoice will be generated for each of the workspaces included in the report. This option is active for reports which were generated with a Workspace breakdown.
  • Invoice Template: select the template you want to use (see Invoice Templates section).

The templates determine the contents in Issuer section and General information section of the invoice and the way the report information will be aggregated.

    • For reports which were generated with a Breakdown by Workspaces report you can use Report, Workspace and Individual Item types of Template.
    • For reports which were generated with a Breakdown by Matters report you can use Report, Matter and Individual Items types of Template.
    • For reports which were generated with a Breakdown by Clients report you can use Report, Clients and Individual Items types of Template.
    • For reports which were generated with a Breakdown by Instance report you can use Report and Individual Item types of Template.

Possible Invoice Type / Invoice Template / Report Breakdown combinations:

Invoice type Template type Report Breakdown
For the Whole Report Individual Report/Pricing items Workspace
For the Whole Report Workspace Workspace
For the Whole Report Report Workspace
For the Whole Report Individual Report/Pricing items Matter
For the Whole Report Matter Matter
For the Whole Report Report Matter
For the Whole Report Individual Report/Pricing items Client
For the Whole Report Client Client
For the Whole Report Report Client
For the Whole Report Individual Report/Pricing items Instance
For the Whole Report Report Instance
For Workspaces Individual Report/Pricing items Workspace
For Workspaces Workspace Workspace
For Matters Individual Report/Pricing items Matter
For Matters Matter Matter
For Matters Report Matter
For Clients Individual Report/Pricing items Client
For Clients Client Client
For Clients Report Client

Note: If you want to create separate invoices for your Clients but to use Workspace invoice template or Matter invoice template, you can generate reports with type Separate reports for each client in the profile and then to select Invoice Type “For the Whole Report”.

  • Recipient Information:
    • Use invoice mapping – The receiver information will be populated according to the attorney information set in the mappings. Select a mapping type (see Invoice Mapping section)
    • Apply One-time recipient information – if you want to create an invoice occasionally for a one-time recipient and you will specify the receiver information ad hoc. Ten additional fields appear to specify the receiver’s information.
    • Relativity Client info – only matter/client name and number will appear in receiver’s section in the invoice.

Note: If you generate an invoice with type For the whole report and select Relativity Client info option, the receiver’s section will be empty.

  • Send Invoice to Mapped Attorneys: the generated invoices will be sent to the mapped attorneys.
  • Email Recipients: you can send the invoices occasionally to different emails. A .ZIP folder containing all the invoices will be sent.

4. Click Save. The invoice request is created and will be picked up by Invoice Generator Agent.

Note: All generated invoices are available for review, download and additional sending under Invoices tab.

Using the available options in Invoice Console, you can download the invoice in PDF format, send the invoice via email and send the invoice with its corresponding report via email.

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