Article ID: 7913

Manually Select Charges to Bill at Billing

Take the following steps to select charges to bill at billing:

  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 bill items that you enter on or after that date.
  6. Enter a date in the Bill to box to bill 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. Choose 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 provided.
  10. Click to check Include Held Charges to include fees and disbursements marked as held.
  11. Click the Options tab.
  12. Click to check mark Select Charges.
  13. Use the Matter, Fees, Disbs, Rcpts, Trust, and Options tabs to select additional billing options.
  14. Select Output options.
  15. Click OK to open the Charge Selection window.
  16. Click to check mark each charge you want to include on the bill.
  17. Click OK to open the Billing Information window.
    NOTE: Click OK if you receive the Accept or Change the Billed amounts, or press Cancel on the Billing screen to exit from Billing message.
  18. Click OK on the Billing Information window to generate the bill.
    NOTE: Click Load Last to load the bill selections as they appear on the last billing.