Article ID: 7274

Bill Selections - Matter Tab

The Matter tab on the Bill Selections window provides options to limit mass billing by any combination of matters, clients, lawyers, or types of law. It also provides the option to create a new invoice for each matter, client, or major client that you include in the mass billing.

Take the following steps to limit the mass billing to specific matters:

  1. Click the Matter tab.
  2. Select Selected Matters in the Matters/Clients box.
  3. Click Select... next to Selected Matters to open the Select Matters window.
  4. Click to check the matters you want to include in the mass billing.
  5. Click OK to return to the Matters tab.

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Take the following steps to limit the mass billing to specific clients:

  1. Click the Matter tab.
  2. Select Selected Clients in the Matters/Clients box.
  3. Click Select... next to Selected Clients to open the Select Clients window.
  4. Click to check the clients you want to include in the mass billing.
  5. Click OK to return to the Matters tab.

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Take the following steps to limit the mass billing to a sequential range of clients by client nickname or number:

  1. Click the Matter tab.
  2. Select Range of Clients - By Client Nickname in the Matters/Clients box.
  3. Enter the first client nickname/number in the From box.
  4. Enter the last client nickname/number in the To box.

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Take the following steps to limit the mass billing to a sequential range of clients by client name:

  1. Click the Matter tab.
  2. Select Range of Clients - By Client Name in the Matters/Clients box.
  3. Enter the first client name in the From box.
  4. Enter the last client name in the To box.

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In PCLawPro and PCLawPro Enterprise you can mark a client as a major client. Take the following steps to limit the mass billing to major clients:

  1. Click the Matter tab.
  2. Select Major Clients in the Matters/Clients box.
  3. Click Select... next to Major Clients to open the Select Major Clients window.
  4. Click to check the major clients you want to include in the mass billing.
  5. Click OK to return to the Matters tab.

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Take the following steps to limit the mass billing to matters for specific lawyers:

  1. Click the Matter tab.
  2. Click Selected in one or more of the following lawyer type boxes:
    • Client Intro Lawyers
    • Responsible Lawyers
    • Assigned Lawyers
  3. Click Select... next to Selected to open the Select Client Intro Lawyers, Select Responsible Lawyers, or Select Assigned Lawyers window(s).
  4. Click to check the lawyers you want to include in the mass billing.
  5. Click OK to return to the Matters tab.

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Take the following steps to limit the mass billing to one or more types of law:

  1. Click the Matter tab.
  2. Click Selected in the Types of Law box.
  3. Click Select... next to Selected to open the Types of Law window.
  4. Click to check the types of law you want to include in the mass billing.
  5. Click OK to return to the Matters tab.

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