Article ID: 8629

Creating Past Due Notices

Take the following steps to create a Past Due Notice:

  1. Click Billing and select Past Due Notice... to open the Create Past Due Notices window.
  2. Enter a matter number in the Matter box or leave it blank to create a notice for all matters.
  3. Enter a client number in the Client box or leave it blank to create a notice for all clients.
    NOTE: The Client box is unavailable when a matter is selected.
  4. Enter a lawyer number in the Lawyer box or leave it blank to create a notice for all lawyers.
  5. Enter a template in the Template box or leave it blank to use the default template.
  6. Click to check mark All Matters for Client on One Notice to combine the Past Due Notices for all matters assigned to the same client or leave it unchecked to print a separate notice for each matter.
  7. Click to check mark Produce Only for Matters with Outstanding Balances to produce a notice for matters with outstanding balances.
  8. Enter a date in the Start Date box to restrict notices to invoices that you create on or after that date.
  9. Enter a date in the End Date box to restrict notices to invoices that you create on or prior to that date.
  10. Enter a date in the Calculate Interest To box to set the end date to calculate interest.
  11. Click to check mark Include Paid Invoices to show paid invoices on the notice.
  12. Click to check mark one or more of the following Activity options to add an Activity section to the notice:
    • Include Receipts - adds a record of payments during the activity dates
    • Include Billing - adds a record of invoices during the activity dates
    • Include Write Ups/Downs - adds a record of write ups and write downs during the activity dates
  13. Enter a date in the Start Date box to restrict to activity on or after that date.
  14. Enter a date in the End Date box to restrict to activity on or prior to that date.
  15. Use the Matters and Options tabs to select additional notice options.
  16. Select the Output options.
  17. Click OK to create the Past Due Notice.

NOTE:

Click Load Last to load the selections as they appear on the last Past Due Notice.