Post an Invoice for a Single Matter

Once a Prebill has been printed, edits have been made, and the invoice is ready to be sent to the client, it can be posted and printed/saved.

To Post an Invoice:

From the Home screen in Brief Accounting select the Billing module and click the Summary tab:

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In the Find Files/Matter(s) dialog box, type the file number into the File No field, change the Date Ending if required, and click OK:

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Note: In the example above, changing the Date Ending to September 30 will exclude from the invoice any slips dated after September 30. The slips that are excluded will remain billable to be included in a subsequent billing cycle.

A Summary of activities will appear for the file. The total number and amount of time and disbursement entries are displayed. The Accounts Receivable balance and Funds in Trust are also displayed (if any).

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To post the invoice, click the Post button at the bottom of the Summary screen. Click Post on the resultant Print and Post Slips screen:

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You will be prompted to confirm the client's address. Click OK or edit if necessary:

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The following dialog box will be displayed allowing various options to be displayed on the invoice. Click the Print icon to print the invoice to screen:

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The invoice is displayed on screen in Preview:

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Note the balance forward from an unpaid July invoice.

The invoice can be printed to Screen, to PDF (saved) or directly to Printer. A final copy of the invoice is printed with an auto-assigned invoice number on the top right. A posted invoice may be reprinted with different printing options, but individual time and disbursements cannot be edited on a posted invoice. In order to edit items on a posted invoice, it can be reversed, moving the slips back to billable status to allow editing before reposting.

See Reversing an Invoice

Note: Invoices should be posted from the Summary tab in the Billing module so that both Time activities and Disbursements are included. Posting an invoice from either the Time tab or the Disbursement tab will print only Time activities or Disbursements respectively - not both.

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