Article ID: 7907

Billing Information - Overview

Use the Billing Information window to create or change, time entries, fee adjustments, disbursements, fee allocations, contingency fees, or trust transfers. The Billing Information window is always available when you bill a single matter. When you mass bill, enable Select Charges or Prompt for Changes to Billed Amounts on the Options tab of the Bill Selections window to view the Billing Information. Use the Billing Information window for some of the following purposes:

The following fields appear on the Billing Information window:

  • Previous Balance - previous A/R balance as of Bill To date
  • Fees - unbilled fees as of Bill To date, adjust fees by changing value
  • Disbursements - unbilled disbursements as of Bill To date, you can adjust by changing value
  • Taxes - GST/HST or sales tax value
  • Receipts - value of unapplied general retainers
  • Transfer from Trust - amount to transfer for previous and new charges
  • Trust Balance - value of trust funds available
  • Net Bill - total of invoice including new and previous charges less general retainers and trust transfers