In this article, you will learn about the 'Matter Billing Overview', a tool that provides a bird's-eye summary of the billing status for that matter.
To access the 'Matter Billing Overview', click on the billing icon within the 'Matter Navigation Bar'. This will take you to an overview of the billing status for the selected matter. At a glance, you can see where your WIP stands and how much you have already billed out, as well as a list of actions you can take, on the sidebar to the left.
You can click on the 'Edit' icon within the banner above the overview panels to change the Matter Billing Options. Once you are happy with your settings and ready to generate this particular bill, simply click on the big green 'Invoice $(amount) now' button.
Note: The Invoice Now figure is an approximation. When launched, calculations are applied to each item which may result in small rounding discrepancies.
The options within the sidebar on the left allow you to drill into each of the panels within the overview in more detail, as well as options for accessing the Sales and Marketing tools and the Matter Billing Options. The options for 'Fees', 'Disbursements', 'Invoices' and 'Payments' will display list views for each and can be filtered.