Print a Batch of Prebills

 

Prebills or invoices can be printed in batch rather than individually.

Select the Billing module > Summary tab.

Click in the "Active Only" checkbox to display on the matters that have unbilled time/costs.

Enter the Date Ending date. This is the last day of the billing cycle - typically a month-end date.

The Responsible Attorney can be filtered for as well to include only prebills/invoices from that attorney. Leave as "all" to include prebills/invoices for all attorneys.

Click OK.

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A list of matters with unbilled slips is displayed.

The balances reflect the total value of time and disbursement slips for each matter up to the Date Ending Date.

To select all matters in the list to include in the batch billing, click the checkmark column heading on the left. This will select all matters listed with a balance:

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To print only selected matters, click in the lefthand column beside the matter (clicking on a checkmark will de-select it, clicking in that column where there is no checkmark will add a checkmark beside the matter to include in the batch of bills).

 

To Print a Batch of Prebills:

Once the Matters are selected, click the Print icon at the top of the screen. The dialog box below will be displayed.

Un-check the Prebill Report check-box and select Statement of Fees & Disbursements.

Note: This will print the prebills in invoice format.

Click Print to continue:

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The prebills (if printed to Screen)will be displayed on screen in Preview:

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The prebills can be printed to Screen, to PDF (saved) or directly to Printer. Note that the Invoice Number on the top right of the prebill reads "Prebill". Prebills can be re-printed as many times as required. An invoice number is not assigned until the invoice is posted.

Note: Prebills should be printed from the Summary tab in the Billing module so that both Time activities and Disbursements are included. Printing the prebill from either the Time tab or the Disbursement tab will print only Time activities or Disbursements respectively - not both.

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