Viewing Prebills and Bills

  1. Do one of the following:

    1. Select Billing > Prebills or click the Prebills toolbar button. The Prebill Selection window appears.

    2. Select Billing > Print Bills or click the Actual Bills toolbar button. The Bill Selection window appears.

  2. To set the billing criteria for the bill (which determines the activity to be billed), click Add. Three new tabs appear:

    1. Select the Bill By Group tab to select billing activity across clients (for example, activity for a specific timekeeper).

    2. Select the Select Bills Individually tab to select client-matters individually.

    3. Select Speed Billing to use the Speed Billing feature.

  3. After you have made your billing criteria selection, click Add to Billing Run. The original Prebill/Bill Selection window reappears with client-matter bills containing the selected billing activity listed.

    NOTE: To improve performance the Total Due column is not calculated if matters were added using Bill by Group with no filter criteria set. In this case, it will always show $0. Likewise, the Trust on Bill column reflects the total trust funds the matter has and disregards the trust funds being applied to the bill. To disable these performance optimization measures, check Calculate bill amount even when no selection criteria is there for bill request on the Workstation Options window's Miscellaneous tab. When checked, the Total Due and Trust on Bill columns on the Prebill/Bill Selection window are always calculated, regardless of whether filter criteria are used when using Bill by Group or not.

  4. Check Do not Delete the Bills from the request list if you want bills to remain listed in the PreBill/Bill Selection window even after they are printed.

  5. Check Manually Assign Invoice Number if you want to insert a prior invoice number if it is not already in use. (Manually Assign Invoice Number is only available for bills – it is not available for prebills.)

  6. With prebills or bills listed, you can do any of the following from this window:

    1. Print prebills or bills.

    2. Remove a prebill or bill from the list by highlighting it and clicking Delete.