Invoice Validation Tool
Check an invoice before you send it: required details, arithmetic and what a client can query.
A solicitor’s bill with time entries, disbursements and VAT treated correctly.
The Legal Invoice Generator keeps fees and disbursements structurally apart — time entries by fee earner and rate on one side, court fees and counsel with their own tax treatment on the other — with money on account deducted from the balance due.
A legal bill is the most scrutinised invoice most clients ever receive, and it has a structural rule that other professions do not: fees and disbursements are different things and must be shown separately. Fees are your charge for your time and carry tax; disbursements are payments you made on the client’s behalf — court fees, search fees, counsel — and their tax treatment follows the original supply, not yours.
This builder keeps them apart. Time entries go in as lines with the fee earner, their rate and the units or hours; disbursements go in as their own lines with per-line tax rates, so a court fee outside the scope of VAT sits correctly beside counsel’s fee that is not.
The matter reference and the client reference sit in the header, a fixed fee or conditional element can be shown as a single line, and money on account is deducted so the balance due is what remains after what is held in client account.
The structural rule that other professions do not have.
A court fee outside the scope of VAT beside counsel’s fee that is not.
Who did the work, at what rate, for how long.
Both in the header, where a client’s system looks.
Full fees shown, client account applied, balance payable.
Your matter number and the client’s own reference, in the header.
Each line naming who did the work, at what rate, for how long.
Court fees, searches and counsel on their own lines with their own tax treatment.
Anything held in client account comes off the balance due.
Most regulators require the bill to say how a client can challenge it.
Fees are your charge for your own work and carry your VAT. Disbursements are payments made on the client’s behalf to a third party, which you pass on at cost — their VAT treatment follows the original supply, so a court fee outside the scope of VAT stays outside it.
Requirements vary by jurisdiction, but generally: the matter, the period, the work done, the basis of charging, fees and disbursements shown separately, the tax, and information about the client’s right to challenge the bill.
Detailed enough to be assessable — date, fee earner, activity and time. A narrative bill summarises the work and is common for corporate clients; an itemised bill lists every entry and is what a client can require if they want to challenge it.
As a deduction from the total, so the invoice shows the full fees and disbursements, the amount already held, and the balance now payable. Netting it off invisibly makes the bill impossible to assess.
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Write the first reviewCheck an invoice before you send it: required details, arithmetic and what a client can query.
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