Filter for a consolidated client prebill or invoice
Consolidated Billing allows for the selection of multiple matters, for the same client, and invoicing the client with a single consolidated invoice covering the selected matters. From an accounting point of view, each consolidation is actually a collection of independent invoices that share the same basic invoice number (with unique suffixes added). This allows the accounting department greater flexibility in settling and adjusting invoices as payments are received and applied.
To run a consolidated client prebill or invoice:
Choose the Billing module > Summary tab
Check the Active Only checkbox to filter for only those matters that have unbilled time
Enter all or part of the client name to filter for only that one client's matters
Set your Date Ending date
You will be presented with a list of all the matters that currently have unbilled slips and that match your other filtering options.The balances presented reflect the total value of unbilled fees and disbursements for each matter.
Important Step! Set the drop down box in the top right corner to "Batch Bill Clients"
If you wish to include all of the matters presented on the consolidated invoice, click the check mark button at the top of the first column beside the File Number column. This will put a check mark beside every matter.
If you wish to only print prebills or invoices for specific matters, click the check mark button at the top of the column, then single-click beside each matter you wish to deselect from the batch. Conversely rather than clicking the select all check mark button at the top at all, simply single click beside each matter you wish to include.