Creating a Bill

Billing entries are created with the intention of generating invoices. 

To create an invoice or bill:

1. In Legal Accounting, navigate to Billing in the main menu and select the Request Invoice tab.
   
2. Set the Invoice Date. It defaults to today's date but can be changed if needed.
3. Set the Entries Up To date to limit which billing entries are to be included in the invoice. 
4. Set the Receipts and Trust Up To date to limit which payments are included on the invoice.
5. In the Files to Scan for Billing section, specify which file(s) you want to bill.
6. Optionally, in the Options section, further narrow down the files to be billed.
7. At the bottom of the page, set Action to Send to Review to review the charges before finalizing the invoice.
   NOTE:  If billing a particular file, you can set Action to Finalize and skip the review stage.
8. Click Process. The files you requested invoices for will be moved to the Review Charges tab.
   
9. Switch to the Review Charges tab. Here, you can:
   
   • View and change the date of the invoice.
   • Adjust Fees or disbursements (labeled Disb).
   • View taxes applied under Other. 
   • View the total invoice amount under Total Inv.
   • Pay new charges (excluding balance forward) at the time of billing using a client's trust fund under Trust Applied. 
   • Click the PDF icon to get a draft or prebill.
   • Click the pen icon to edit or select charges.
   • Click the bubble icon to add billing notes.
     
     NOTES:
     • Click the More icon [☰] at the top right of the Review Charges tab to add or hide columns.
     • Taxes are calculated automatically based on taxable charges. If it needs to be adjusted than the calculated amount, the invoice has to be finalized first then adjust the taxes after.
     • The Trust Available column shows only the trust amount that you can transfer at the time of billing. Since it only pays new charges, this may not display the full trust balance of the file.
10. After reviewing, check the box to the left of the draft you want to finalize.
11. Set Action to Finalize.
12. Click Process to download a PDF of the bill. Once created, this bill can be viewed under Client Ledger and various reports in the system. 
    
    NOTE:  If enabled, Send to Release will send the invoice to an approver before it can be finalized. This is mostly done for non-admin/billing staff.