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Overview
This section is designed to print and or email the bills. Thereby, the production of the bills is separate from the posting of the bills.
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Billing > Bill Production
Billing Workflow Icon |
Column Definitions
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Column headings can be selected to sort the list by that column. |
Checkbox
Select/deselect bills to Print/Send, Preview, or Revert to Review
Selecting the PDF icon downloads a copy of the bill
AR Date
Accounts receivable date for the bill
Inv. No
Denotes the number of the invoice. Selecting the number will launch the invoice in a read-only view.
Client
The client on the matter being billed
Matter Name
The name of the matter to which the bill is attributed. Links to the matter.
Matter ID
The ID for the matter being billed. Links to the matter.
Responsible Party
The designated responsible party for the matter. For more information see Admin > Billing Settings.
Fees
Total fees that are included on the bill.
Disbursements
Total disbursements that are included on the bill.
Fee Adjustments
Total fee adjustments on the bill
New Charges
Fees + Disbursements + Tax - Discount
General Retainer Applied
Funds applied to the bill from general retainer
Trust Account Applied
Funds applied to the bill from the trust account
Payments/Write-off
Payment + write-offs applied to the bill
Net Bill
Previously billed, but unpaid, balance for the matter plus new charges.
Balance Due
Net bill - payments/write-offs
Email
The email address(es) to which the bill will be sent
Print
Number of bill copies that will be printed
E-Bill
Displays the E-bill format for the matter if applicable.
Options > Edit options
Selecting Edit options launches a popup to edit the matter bill output options. Once edited, the options are saved back to the Basics of the Matter Billing Options for that matter.
General Retainer Balance
Trust Account Balance
Totals for applicable columns are visible at the bottom of the list.
No Rows Selected
Filter
This provides options to filter by each column.
Refresh
Updates the list to make sure it is including all data. This is useful when using separate tabs/windows or when other users are entering/changing billing information.
Send all
Finalizes all bills. Emails are sent, bill copies are downloaded, and all items are cleared from the screen when confirmed.
Preview all
Downloads a PDF containing all bills
Revert all to Review
Unposts all bills and moves them back to the Draft step of the billing process. The bills can then be edited or deleted.
Rows Selected
Send
Selected bills will be emailed, downloaded, and/or removed from the list.
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If a bill is not configured to be emailed or printed, sending the bill removes it from the list. |
Preview
Downloads a PDF preview of the selected bills
Revert to Review
Unposts selected bills and moves them back to the Draft step of the billing process. The bills can then be edited or deleted.