In Enhanced Billing Mode, there is a new icon for matter billing.
Overview
The Matter Billing Overview screen shows summary panels for fees, disbursements, payments, and funds held for that matter. Above the summary panels is the billing arrangement for the matter, This can be selected to view and edit Matter Billing Options.
Bill Now
When there are unbilled fees or expenses lodged against a matter, the Bill now button will appear below the Billing menu. Selecting this button launches the Single bill screen, pre-populated with that matter’s information and billable items.
Fees
The matter billing Fees screen can be accessed by selecting Fees in the Billing menu.
The Fees screen shows all billed/unbilled fees on the matter. The dates and descriptions can be selected to open the entry. If the entry has not been billed, it can be edited or deleted.
This list can be exported to csv or printed.
Filters
You can also filter the list to view only selected entries. You may choose between billed/unbilled. Date ranges, timekeeper etc.
Mass Application
You can also multi select records and choose to delete entries.
Drill Down Access
You can also click on any of the entries to bring up the details where you can edit or delete the entry.
Expenses
The matter billing Expenses screen can be accessed by selecting Expenses in the Billing menu.
The Expenses screen shows all billed/unbilled expenses on the matter. The dates and descriptions can be selected to open the entry. If the entry has not been billed, it can be edited or deleted.
This list can be exported to csv or printed.
Bills
The matter billing Bills screen can be accessed by selecting Bills in the Billing menu.
Selecting the bill number in the BILL NO. column will launch a read-only screen if the bill has been approved. If the bill is in draft, it will launch a screen to edit the bill.
Selecting the PDF icon in the PDF column will download a PDF of the bill based on the bill template selected for the bill.
The EMAIL column shows if an email was sent. Selecting the email status in this column launches the compose email screen, using the selected billing email template.
Payments & write-offs
The matter billing Payments & write-offs screen can be accessed by selecting Payments & write-offs in the Billing menu.
The Payments & write-offs screen shows all payments made toward invoices for the matter including standard payments, payments from retainers, credits, and write-offs.
Selecting the items in the RECEIPT NO. and DATE columns opens the edit screen for the payment item.
General retainer
The matter billing General retainer screen can be accessed by selecting General retainer in the Billing menu.
The General retainer screen shows funds received to retainers, payments from retainers, retainer transfers, and retainer refunds.
Selecting the DATE, MEMO, or AMOUNT columns opens the retainer transaction for editing.