Article ID: 7905

Create a Disbursement at Billing

Use the Billing Information window to create a disbursement at billing.

Take the following steps to create a disbursement using the Billing Information window:

  1. Click Billing and select Bill... to open the Bill Selections window.
  2. Enter a matter number in the Matter box.
  3. Enter a lawyer number in the Lawyer box or leave it blank to create a bill for all lawyers.
  4. Enter a date in the Bill from box to bill items that you enter on or after that date.
  5. 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.
  6. Choose a template from the Template drop-down list or leave it blank to use the default template.
  7. Enter the date of the bill in the A/R Date box.
  8. Enter a new invoice number in the Invoice box or use the default number provided.
  9. Click to check Include Held Charges to include fees and disbursements marked as held.
  10. Select Output options.
  11. Click the Options tab.
  12. Click to check the Prompt for Changes to Billed Amounts box.
  13. Use the Matter, Fees, Disbs, Rcpts, Trust, and Options tabs to select additional billing options.
  14. 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.
  15. Enter the total disbursement amount in the Disbursements box.
  16. Click OK on the Billing Information window to open the Unrecorded Disbursements window.
  17. Allocate the total disbursement amount on the Unrecorded Disbursements window.
  18. Click OK on the Unrecorded Disbursements window to create the invoice.