Before an invoice gets to the bill production screen it needs to be approved. An invoice can be approved from within the matter or via Mass Billing. Once approved, it will displayed on the bill production screen. The Bill Production screen is designed to show you a list of all invoices that are to be printed or emailed to recipients. Bills are approved and saved and then produced (printed or emailed to recipients).
Each field in this list is explained below:
| Column | Description | |
| Checkbox / Tickbox | Select/deselect bills to Print/Send, Preview, or Revert to Review. | |
| Selecting the PDF icon downloads a copy of the bill. | ||
| DOC | Selecting the DOC icon downloads a copy of the bill in Word. | |
| E-Billing Format | Outlines if any bills have e-billing formatting and the type. | |
| Invoice 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. | |
| Invoice type | Single or Consolidated. | |
| 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. | |
| Prior Balance | This shows the previously billed, but unpaid, balance for the matter. | |
| 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. | |
| Tax | The total tax amount included on the bill. | |
| New Charges | Fees + Disbursements + Tax - Discount | |
| Retainer Applied | Funds applied to the bill from general retainer. | |
| Trust 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. | |
| The email address(es) to which the bill will be sent. | ||
| Number of bill copies that will be printed. | ||
| E-Bill | Displays the E-bill format for the matter if applicable. | |
| Options > Edit options | Pop-up box to change options - bill template, email address, email template and printed copies.
| |
| General Retainer Balance | Balance of General Retainer. | |
| Trust Account Balance | Balance of Trust Account. | |
| Totals for applicable columns are visible at the bottom of the list. |
No Rows Selected
| Option | Description |
| 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. |
| Produce 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 Draft | Unposts all bills and moves them back to the Draft Bills step of the billing process. The bills can then be edited or deleted. |
Rows Selected
| Option | Description |
| Produce | Selected bills will be emailed, downloaded, and/or removed from the list. If the bill is not being emailed or printed it will be removed from the list. |
| Preview | Downloads a PDF preview of the selected bill. |
| E-Billing | Generates LEDES files for all bills selected. |
| Revert to Draft | Un-posts selected bills and moves them back to the Draft Bills step of the billing process. The bills can then be edited or deleted. |
| Email Manually | Loads the Compose Email screen with the bill attached so that you can personalize the email before sending it. |
| Create payment | Loads the New Client Receipt and allows you to make a payment against a bill. |
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