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Mass Billing (right-click to open in a new window/tab) |
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Global Create Button > Billing > Multiple Bills |
On this screen, multiple matters can be billed at once. Billing settings are inherited from the matter. Unlike creating a Single bill, each matter applies the quote settings without prompting the user. This means that if a matter is set to bill WIP when WIP exceeds quote(or other configurations), that will happen automatically.
Mass Billing Options
Similar to the Single bill options, these settings are applied to all matters in the list.
AR date
The Accounts Receivable date is the user selected date that is used when posting bills to the general ledger. It is also the date used for aging an invoice.
Bill up to
Includes activity and items up to and including thism date.
Bill template
Defaults to using matter default. This will allow each matter to use a specific template. Can also be set to use the same template for all matters.
Payment terms
Default payment terms for all bills.
Mass Billing Columns
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Column headings can be selected to sort the list by that column. |
Matter Information
Checkbox
Select/deselect matters to bill
Matter Id
ID of the matter to be billed. Selecting this opens the matter.
Matter Name
Name of matter to be billed. Selecting this opens the matter.
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