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.
Billing > Bill Production
Billing Workflow Icon
Column headings can be selected to sort the list by that column.
Select/deselect bills to Print/Send, Preview, or Revert to Review
Selecting the PDF icon downloads a copy of the bill
Accounts receivable date for the bill
Denotes the number of the invoice. Selecting the number will launch the invoice in a read-only view.
The client on the matter being billed
The name of the matter to which the bill is attributed. Links to the matter.
The ID for the matter being billed. Links to the matter.
The designated responsible party for the matter. For more information see Admin > Billing Settings.
Total fees that are included on the bill.
Total disbursements that are included on the bill.
Total fee adjustments on the bill
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
Payment + write-offs applied to the bill
Previously billed, but unpaid, balance for the matter plus new charges.
Net bill - payments/write-offs
The email address(es) to which the bill will be sent
Number of bill copies that will be printed
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
This provides options to filter by each column.
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.
Finalizes all bills. Emails are sent, bill copies are downloaded, and all items are cleared from the screen when confirmed.
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.
Selected bills will be emailed, downloaded, and/or removed from the list.
If a bill is not configured to be emailed or printed, sending the bill removes it from the list.
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.