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Global Create Button > Multiple 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 this 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.
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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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Selecting the Matter ID or Matter Name launches the single bill screen for that matter. |
Responsible Lawyer
Participant designated as the Responsible Lawyer
Matter Type
Type of matter
Matter Billing Status
Inactive/active billing status of matter
Responsible Party
Participant designated as the Responsible Party
Client Name
Name of the client to be billed
Arrangement
Billing arrangement for the matter - Hourly or Fixed fee
Matter Bill Output Options
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Selecting Edit options launches a popup to edit the matter bill output options. Once edited, the options are saved back to the Basics section of the Matter Billing Options for that matter.
Bill Information
Fees
Total fees that are included on the bill.
Fee Adjustments
Total fee adjustments on the bill
Disbursements
Expenses
Total disbursements expenses that are included on the bill.
Discount
This reflects the amount of the discount applied to the bill.
Sales Tax
Amount of tax on the bill
New Charges
Fees + Disbursements Expenses + Tax - Discount
Retainer TransferXfer(transfer)
Funds applied to the bill from general retainer
Trust TransferXfers(transfers)
Funds applied to the bill from the trust account
Prior Balance
This shows the previously billed, but unpaid, balance for the matter.
Amount Due
Total new charges - Transfers + Prior balance
General Retainer BalanceBal.
Balance of funds held in general retainer for the matter
Trust BalanceBal.
Balance of funds held in trust for the matter
Matter Bill Output Options
Email
The email address 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
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 section of the Matter Billing Options for that matter.
The list can be further filtered by selecting Filter. This provides options to filter by each column.
The 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.
Bill all is available when no items are checked. This bills every matter on the list, and sends those bills to the Review step of the billing process.
If some items are checked, the Bill selected option appears. This will bill only selected matters, and send the bills to the Review step of the billing process.
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Selecting Bill all or Bill selected will launch a dialog, confirming that all applicable matters are to be billed before moving to the Review step.
Selecting OK moves the bills to the Review step.