Custom invoice line types

Custom invoice line types let you add invoice lines to an invoice beyond the standard time entry and expense lines. Use them, for example, to charge a one-off fee or a recurring charge like rent.

You can add a Miscellaneous invoice line to an invoice at any time. If you use an accounting integration, you choose a general ledger account to book that line's revenue to when you add it.

In addition to Miscellaneous lines, you can set up specific custom invoice line types with a general ledger account assigned in advance. These make it easier to bill recurring or standard charges, such as a course fee or the monthly rent charged to a subtenant of the office, since you no longer need to select a ledger account each time.

Adding a custom invoice line type

Go to Settings → Lists → Custom invoice line types.

Settings page on the Custom invoice line types list, showing existing types.

Click New custom invoice line type to add one.

New custom invoice line type button on the list page.

Enter a name for each language active in your environment. If your environment has an active accounting integration, a Ledger account field is also available, where you specify which ledger account entries of this type should be booked to.

New custom invoice line type form, showing the name fields per language and the Ledger account field.

Using a custom invoice line type

Once you've created a custom invoice line type, you can use it on an invoice.

1. On a draft invoice (this can also be an empty invoice), click Add line.

Add line button on a draft invoice.

2. Select the custom invoice line type you created (in this example, Office Expenses) and enter an amount in the Total column.

Invoice line editor with the Office Expenses invoice line type selected and an amount entered in the Total column.

Legalsense adds a revenue line with the description Office Expenses to the invoice. If the invoice line type has a specific ledger account configured, Legalsense sends an entry for that amount (€50 in this example) to the accounting application, booked to the ledger account linked to the invoice line type.