A prebill or invoice can be printed for a single matter at any time.
Select the Billing module > Summary tab.
Enter the File Number.
Enter the Date Ending date. This is the last day of the billing cycle - typically a month-end date.
The Summary screen will be displayed, showing the number of Time and Disbursement entries, any funds in Trust and outstanding Accounts Receivable balances:
To Print a Prebill:
Click the Print button at the top of the Summary screen.
To post and Print an Invoice:
Click the Post button at the bottom of the Summary screen. Invoice formatting and printing options will be displayed.
Once an invoice is posted, changes cannot be be made. If changes are require, the invoice can be Reversed.
Invoices / Prebills should be generated from the Summary tab to ensure both Time and Disbursement slips are included. Invoices can be posted with Time slips only or Disbursement slips only from either the Time tab or the Disbursement tab.