Billing
Pre-Bill
- Creating Pre-Bills for a Responsible Lawyer
- Creating Pre-Bills for Matters with an A/R Balance
- Pre-Bill Selections - Overview
- Pre-Bill Selections - Matter Tab
- Pre-Bill Selections - Options Tab
- Pre-Bill Selections - Fees Tab
- Pre-Bill Selections - Disbs Tab
- Pre-Bill Selections - Rcpts Tab
- Pre-Bill Selections - Trust Tab
- Manually Select Charges to Pre-Bill at Pre-Billing
- Remove Unbilled Charges at Pre-Billing
- Change Unbilled Charges at Pre-Billing
- Write Off Unbilled Charges at Pre-Billing
- Creating Pre-Bills for a Single Client with Multiple Matters
Bill Settings
- Matter Bill Settings Profiles - Overview
- Setting the Default Billing Template for a Single Matter
- Printing a List of Matter Bill Setting Profiles
- Applying a Matter Bill Settings Profile to Types of Law
- Setting the Default Billing Template in a Bill Settings Profile to Use for Multiple Matters
- Matter Bill Settings - Past Due/Interest Options
- Matter Bill Settings - Disbursements Options
- Removing a Matter Bill Setting Profile
- Adding a Special Fees Section to an Existing Billing Template
Transferring Trust at Billing
- Automatically Transferring Funds from Trust Accounts at Billing
- Enabling the Automatic Transfer from Trust for All New Matters
- Enabling the Automatic Transfer from Trust for an Existing Single Matter
- Enabling the Automatic Transfer from Trust for Multiple Existing Matters
- Printing Trust Checks (Cheques) and General Receipts
- Enabling the Allow Trust-to-General Transfer of Fee WIP Feature
- Enabling the Apply Trust Transfer to Existing Invoices Feature
Creating Bills
- Creating Bills for a Responsible Lawyer
- Creating Bills for a Single Client with Multiple Matters
- Creating Bills for Matters with an A/R Balance
- Bill only Matters with New Charges and Exclude Bills with a Zero Balance
- Bill Selections - Matter Tab
- Bill Selections - Options Tab
- Bill Selections - Fees Tab
- Bill Selections - Disbs Tab
- Bill Selections - Rcpts Tab
- Bill Selections - Trust Tab
- Unrecorded Disbursements - Overview
- Manually Select Charges to Bill at Billing
- Remove Unbilled Charges at Billing
- Billing Information - Overview
- Create a Disbursement at Billing
- Change Unbilled Charges at Billing
- Adjust Fees by Percent at Billing
- Adjust Fees by Amount at Billing
- Write Off Unbilled Charges at Billing
- Adjust Fees by Contingency Amount at Billing
- Creating Automatic Disbursements as a Percentage of Fees
- Creating Automatic Disbursements for Every Bill
- Creating Automatic Disbursements for Multiple Matters
- Selecting Default Billing Templates
- Selecting a Billing Template at the Time of Billing
- Editing Disk Images
- Recreating a Bill
- What Happens When You Request a Bill
- Working with the Charge Selection Window
- Writing-off Outstanding Invoice Balances
- A Billing Template Is Not Selected for Matter Bill Settings
Removing (Undo) Bills
- Undo Bill - Overview
- Undo a Bill in a Closed Month
- Undo a Bill using a Range of Dates
- Undo a Bill using a Range of Invoice Numbers
- Undoing a Bill from the Register
- Removing Split Bills for Split Matters (Split Bills)
Split Billing
- Split Matters (Split Bills) Overview
- Creating Bills for Split Matters (Split Bills)
- Adjusting Split Bills for Split Matters (Split Bills)
- Releasing a Split Matter (Split Bill)
- Matter Manager Split Matters
- Creating a Subsidiary Matter for Split Matters (Split Bills)
- Matter Manager Split Lawyer Charges
- Entries That Appear on the Invoices for Split Matters (Split Bills)
- Entries Included in Split Matters (Split Bills)
- Entries That Appear on the Client Ledger for Split Matters (Split Bills)
- Split Matters (Split Bills) Example
- Split Bill
BillFlow Manager
- BillFlow Manager Overview
- BillFlow Selections Overview
- BillFlow Selections - Matter Tab
- BillFlow Selections - Options Tab
- BillFlow Selections - Fees Tab
- BillFlow Selections - Disbs Tab
- BillFlow Selections - Rcpts Tab
- BillFlow Selections - Trust Tab
- Creating Additional BillFlows
- Creating Bills with the BillFlow Manager
- Assigning a BillFlow to a Timekeeper
- Creating BillFlows for a Responsible Lawyer
- Creating a BillFlow for Matters with an A/R Balance
- Creating BillFlows for a Single Client with Multiple Matters
- Pre-Bill Using the BillFlow Manager
- Changing a BillFlow Using the BillFlow Manager
- Changing the Status of Charges Using the BillFlow Manager
- Editing Entries Using the BillFlow Manager
- Correcting Charges Using the BillFlow Manager
- Correcting Expenses Using the BillFlow Manager
- Correcting Retainers Using the BillFlow Manager
- Correcting Trust Receipts Using the BillFlow Manager
- Removing a BillFlow Using the BillFlow Manager
- Printing a BillFlow Summary Using the BillFlow Manager
Error Messages and Troubleshooting
- PCLaw Displays a Warning Message that the Invoice Box Contains a Number that Already Exists
- Removing a Partially Posted Invoice or Bill
- Common Messages that Appear when You Undo a Bill
- Invoice Cannot be Undone Because the Invoice Date is Before the Accounting Restriction Date
- The Invoice Date is in a Closed Month
- Matters with New Charges Do Not Print at Billing
- Matters with New Charges Do Not Print at Pre-Billing
- Pre-Bills Print with a Zero Balance
- Payment Section Does Not Appear in Final Quick Bill
- The Edit Disk Image Feature is not Available from the Billing Drop-Down Menu
- Retainers Auto Allocate at Billing Regardless of Setting Selection
- Fees Do Not Appear on the Billing Fees Journal or the Client Summary and Taxes for Fees Are Not Calculated
- Attempt To Delete Record Twice In a Row
- Bank Reconciliation and BillFlow Windows do not Respond Properly When Using Dual Monitors
- Taxes Doubled on Disbursements
- PCLaw Creates a Negative One Cent Sales Tax Amount
- Advanced Option Tabs are Duplicated on the Bill Selections Window
- Receiving a Payment in Quick Bill does not Apply the Correct Receipt Number
Electronic Billing
- Enabling the PCLaw Electronic Billing Feature
- Creating Electronic Billing Invoices
- Running a Custom Export
- Creating Custom Task Codes for Electronic Billing
- Creating Custom Explanation Codes for Electronic Billing
Writing Off Bills
- Provisional Write Off Overview
- Creating a Provisional Write Off
- Reversing a Provisional Write Off
- Write Off Unbilled Charges at Billing
- Write Up/Down Journal - Overview
- Viewing Provisional Write Offs Overview
- Viewing a Provisional Write Off on the Write Up/Down Journal
- Viewing a Provisional Write Off on the General Ledger
- Viewing a Provisional Write Off on the GST/HST Journal
- Viewing a Provisional Write Off on the Receivables by Client
- Viewing a Provisional Write Off on the Receivables by Lawyer
- Viewing a Provisional Write Off on the Client Accounting Ledger
