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8. Submit an invoice for payment

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Natalie Wong
Updated

mceclip3.png

 

  • How do I create an invoice?
  • Do I need an invoice to get paid?
  • What do I do if it is rejected?

 

How do I create an itemized invoice?

Invoices can only be created by the external counsel (supplier) working on an external project in Dazychain.

  1. Select the project to add an invoice to
  2. Click the Invoices tab in the Project summary workspace
  3. Click on the green plus mceclip0.png button, the Create an invoice pop-up will appear
  4. Enter the invoice number and select workflow Project invoice without payment services
  5. Click on the Create button, the Invoice summary workspace will appear
  6. Enter the invoice details
  7. Click on the green plus mceclip0.png button, the Create an item pop-up screen will appear
  8. Select either Standard invoice item or a Deliverable linked item from the drop-down menu - If selecting a Deliverable linked item, select which deliverable the invoice item corresponds to from the Link to the deliverable drop-down list
  9. Enter the invoice item details
  10. Go back to the Invoice summary workspace and select Submit invoice button 

    Screenshot_2019-07-11_16.19.54.png

  11. The invoice status changes to Lodged, the invoice status changes to Approved and Paid when updated by the engaging organization

How do I create a summary invoice?

  1. Select the project to add an invoice to
  2. Click the Invoices tab in the Project summary workspace
  3. Click on the green plus mceclip0.png button, the Create an invoice pop-up will appear
  4. Enter the invoice number and select workflow Project invoice without payment services
  5. Click on the Create button, the Invoice summary workspace will appear
  6. Enter the invoice details
  7. Click on the green plus mceclip0.png button, the Create an item pop-up screen will appear
  8. Type 'Summary Invoice' and select Standard invoice item from the drop-down menu 
  9. Enter the invoice item details
  10. Drag or browse to attach the invoice to the Attachments tab on the matter
  11. Go back to the Invoice summary workspace and select Submit invoice button 

Note:

  • Select Cancel invoice from the green menu option button to cancel an invoice. Invoices can only be cancelled while in the Created state.
  • Select Delete invoice from the green menu action mceclip0.png button to delete an invoice. Invoices can only be cancelled while in the Cancelled state.
  • Suppliers cannot cancel an invoice once it has been submitted.
  • Invoices cannot be submitted on closed projects. (You can reopen closed projects by clicking on the green menu action mceclip0.png button and selecting Reopen)

 

Do I need an invoice to get paid?

Dazychain does not replace your internal invoicing requirements to your supplier. Invoices should still be raised and provided to your client as per normal. 

The invoicing feature enables in-house counsels to link work directly to invoices to create insightful spend reporting. How much detail you should be entering will be based on the relationship with the client and their requirements.

Invoice copies can be added to the matter as a reference.

 

What do I do if it is rejected?

You will receive a notification that the invoice you have submitted has been rejected. This will revert your invoice status from Submitted to Created. Typically your client will also provide a comment on the project as to why or what the amendments that are required are.

Completed your changes as required, to resubmit your invoice select Submit invoice.

 

  

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