Draft Bills

After bills are created in Single bill or Multi bill, they are moved to the Review step of the billing process. From here, bills can be further edited and reviewed for final approval.

Checkbox
Select/deselect matters

Inv. No
Number of the invoice created. Selecting the number launches a screen to edit the bill.

PDF
Selecting the PDF icon downloads the bill using the selected bill template.

Bill Template
The template that will be used for the bill output.

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.

Client
The client on the matter who is being billed.

Responsible Party
The designated responsible party on the matter.

E-Bill
Displays the E-bill format to be included in the billing email (if matter is set to e-billing)

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.

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

New Charges
Fees + Disbursements + Tax - Discount

General Retainer Transfers
Funds applied to the bill from general retainer

Trust Account 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 Balance
Balance of funds held in general retainer for the matter

Trust Accounts Balance
Balance of funds held in trust for the matter

Totals are displayed for applicable columns at the bottom of the list.

The list can be further filtered by selecting 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.

Approve/Post all
When bills are approved / posted the Accounts receivable is written to the general ledger and the client has been billed. A check for a trust transfer will be posted as well. The final step of the billing is Production or” Send” where bills can be printed and emailed.