Billing templates (RPT files) are used by Abacus Accounting to format bills, prebills, and statements of account. They define the structure of the billing output. Billing templates are assigned through billing format codes.
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The following describes each billing template available in Abacus Accounting.
NOTE: Click here for information about custom billing templates.
TEMPLATES FOR BILLS
Actual.rpt
Default billing template for invoices.
ActualL.rpt
Same as Actual.rpt except that the address is positioned on the left of the invoice so that window envelopes can be used. Users can manually enter this template as needed.
Acttask.rpt
Used for task based billing and LEDES 1998B billing. Users can manually enter this template as needed; however, this template is already assigned to the TBB billing format code by default.
ACTUAL-CANADA.rpt
Available when using the Canadian practice pack. This template includes Canadian taxes (GST/HST) and LSO transaction levy surcharges when billed to the client. Users can manually enter this template as needed.
Actual-Disc.rpt
System automatically uses this template (regardless of the template entered) for matters allowing fee discounts. Note that to allow a fee discount for a matter, Allow Fee Discount on Company Preferences must be checked and Fee Discount % on Matter Maintenance window must be more than zero for the matter.
Actual-FFS.rpt
Users can manually enter this template for matters with a flat fee schedule. For this to work, the matter must have Billing Mode set to Flat Fee on the Matter Maintenance window.
SBActual.rpt
Users can manually enter this template for split billing. It is automatically entered for the Split Billing billing format code.
Settlement.rpt
System automatically uses this template (regardless of the template entered) when the matter has Billing Mode set to Contingency on Matter Maintenance window.
SettlementNJ.rpt
System automatically uses this template (regardless of the template entered) when the NJ billing format code is selected. Reduces settlement by amount of costs before calculating fee amount.
TEMPLATES FOR STATEMENTS OF ACCOUNT
StmtofAcct.rpt
Default template for statements of account. A statement of account is automatically generated instead of an invoice for matters with no new activity on the invoice, meaning invoices with prior balances ONLY. By default, all unpaid invoices and payments received are listed with Total Amount Due. To override this default and NOT have the unpaid invoices and payments received listed, change the billing format code by unchecking Include Prior Balance Invoice Details on the Billing Format Code Maintenance window's Format Options tab.
StmtofAcctL.rpt
Same as StmtofAcct.rpt except that the address is positioned on the left so that window envelopes can be used. Users can manually enter this template as needed.
TEMPLATES FOR PREBILLS
Prebill.rpt
Default template for prebills.
Pretask.rpt
Users can manually enter this template for prebills for task based billing and LEDES 1998B billing.
SBPrebill.rpt
Users can manually enter this template for split billing. It is automatically entered for the Split Billing billing format code.