KCS - How to Download a LEDES Formatted Invoice

Objective:

• To download an Invoice in a LEDES 1998B format
• Create a LEDES bill
• Generate a LEDES invoice

Environment:

• Clio Web App
• Bills 

Additional Information:

LEDES 1998B is a standard format for electronic legal billing that uses a very specific format guide.

Procedure (Previous Clio):

1. Locate the Bill you want to download on the Bills tab or subtab 
2. Click Download below the Invoice
3. From the drop down menu choose LEDES 1998B
4. The file will download to your computer and then you can open/save to your computer or print it

Procedure (New Clio):

1. Locate the Bill you want to download on the Bills tab or subtab 
2. Click the down arrow beside Share
3. Click Download 
4. From the drop down menu choose LEDES 1998B
5. The file will download to your computer and then you can open/save to your computer or print it