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In this article, you will learn more about the 'Mass Billing' process. You can also utilize the video embedded below to dive right into some more insights around mass billing.
Overview
Mass billing is a feature exclusive to Enhanced Billing Mode (EBM), and allows you to approve and send out multiple bills at the same time. There are two ways to access the mass billing page:
- Click on the 'Global Create Button'
, and then 'Show all...' and lastly 'Mass Bill'. - On the 'Global Navigation Bar', hover over 'Billing' and select 'Mass Billing'.
The screenshot above illustrates what the mass billing page looks like. Each matter that will be billed out is displayed on a separate row, with general 'Billing Options' in the header. The billing settings are inherited from each matter that is part of the mass bill.
Confirming Each Bill
Unlike with Single Bills, quote settings are applied to each matter without prompting the user. If any of the matters are configured to bill either the WIP or a quoted amount when they differ, these settings will be applied automatically in mass billing. Be sure to check that each matter is being billed for the correct amount. You can click on the names/ID's of the matters to open their respective bills and make any last-minute changes.
Mass Billing Options
These are identical to the billing options for single bills. By default, the invoice date will be set to the current date. This date is also used to track the age of the invoice. If a fee or disbursement from the WIP falls outside of the selected Invoice date, it will be excluded from the bill.
You can use the 'invoice up to' date picker to specify the cutoff date for including fee entries and disbursements. You can also select the template to be used at this point, which can be changed on a bill-by-bill basis. You can also have different payment terms for each bill as well.
Next Steps
Once you've confirmed each bill is correct, you can click on the 'Bill all' button 
to push all the bills to draft, for further review. Alternatively, if you would like to leave some of the bills out for the cycle you are currently processing, you can use the checkboxes on the left to specify the bills you would like to push. You can then click on 'Bill selected' to push these bills for review.
This is what the bills look like when they are in review. At this point, there are three main options to choose from: 'Approve', 'Preview' or 'Delete'.
- Approve - post to the general ledger ready each bill for printing.
- Preview - generate a print preview of the selected bills to confirm the layout and amounts on each bill
- Delete - send all of the selected bills back to the the 'Mass billing' stage (note: this will not actually delete any data, it just removes the bills from the review stage).
Once you have approved the bills, you will see them under the 'Bill production' stage, as per the screenshot below.
This is the last stage of billing, and you are again able to choose from three different options: 'Produce', 'Preview' or 'Revert'.
- Produce - either print or email the bill to the respective client. The selection will be based on the Matter Billing Options for the specified matter.
- Preview - generate a print preview of the selected bills to confirm the layout and amounts on each bill
- Revert - send all of the selected bills back to the 'Draft bills' stage
Selecting the 'Produce' option concludes the mass billing procedure.