Note: The following activity requires administrative role or permission to perform billing functions
An administrator, office manager, or designated role within the firm will need to periodically review time/expense records and approve them in order for the charges to be applied to the client's balance. When approved, the system will roll groups of charges into a bill (aka invoice).
Depending on how the time/expense was entered, the bill may be attributed to either a client or a client's matter. For example, if the client has multiple matter, then separate bills will be created for each matter. Each bill will appear under the client's name.
How to create a bill/invoice (from Billing section)
Click on Billable Work under the Billing section of the main menu. This page will display all clients and matters for which there are charges ready for review and approval. Each record will show the title, date, duration, amount and note.
Select the charges you want to approve and process. Although you can select items individually, you can also select multiple charges to approve and process.
Select the time entries and expenses you want to be processed
Click the green Generate Bill button at the top of the screen
Complete the required fields and specify the type of details to print to the Invoice
Click Generate Bill to finish
How to create a bill/invoice (from the Billing section within a matter)
From a matter, go to the Billing tab > Invoices section
Click Actions > Generate an Invoice
Select the time entries and expenses you want to be processed
Click the Confirm Selection button
Complete the required fields and specify the type of details to print to the Invoice
Click the Generate Bill button
How to View an Invoice
After processing billing and generating an invoice, you can view and download the invoice document using the steps below.
Go to Billing > Invoices
Click View next to the invoice
When viewing the invoice, you can select the type of invoice detail to show, record a payment, and select to download the invoice as a PDF or Word document.
How to Simultaneously Generate an Invoice(s), Approve, and Apply Funds from Trust
When generating an invoice, select the option to automatically approve bills. This will finalize the invoice upon creation and skip the approval process.
If funds are available in the trust, select the option to automatically apply available funds from trust toward the invoice. The invoice balance will be reduced by the amount that was available in the trust account.
