Article ID: 7279

Creating Bills for Matters with an A/R Balance

Take the following steps to create bills for matters with an A/R Balance:

  1. Click Billing and select Bill... to open the Bill Selections window.
  2. Enter a matter number in the Matter box or leave it blank to create a bill for all matters.
  3. Enter a client number in the Client box or leave it blank to create a bill for all clients.
  4. Enter a lawyer number in the Lawyer box or leave it blank to create a bill for all lawyers.
  5. Enter a date in the Bill from box to include items that you enter on or after that date.
  6. Enter a date in the Bill to box to include items that you enter on or before that date.
    NOTE: Enter 1/1/1982 in the Bill from box and 12/31/2199 in the Bill to box to bill for all dates.
  7. Select a template from the Template drop-down list or leave it blank to use the default template.
  8. Enter the date of the bill in the A/R Date box.
  9. Enter a new invoice number in the Invoice box or use the default number that PCLaw provides.
  10. Click to check Include Held Charges to include fees and disbursements with a Hold status or uncheck it to exclude these charges.
  11. Click the Options tab.
  12. Click to check mark Include if A/R Balance At Least and enter 0.01 in the box.
  13. Use the Matter, Fees, Disbs, Rcpts, Trust, and Options tabs to select additional billing options.
  14. Select Output options.
  15. Click OK to create the bill.
    NOTE: Click Load Last to load the bill selections as they appear on the last billing.