Creating an Invoice or Bill

Billing entries are created with the intention of generating invoices. 

1. Go to Billing > Request Invoice.
2. Set the Invoice Date. It defaults to today's date, but you can change it.
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 or files you want to bill.
6. (Optional) In the Options section, you may further narrow down the files to be billed.
7. 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 to post and finalize the invoice.
8. Click Process. The file(s) you requested invoices for are moved to the Review Charges tab.
9. On the Review Charges tab, you can:
   
   • View and change the date of the invoice.
   • Adjust Fees or Disb.
   • View taxes applied under Other.
   • View total invoice amount under Total Inv.
   • Pay new charges (excluding balance forward) at the time of billing using 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:
     - You can add/hide columns by clicking the more icon [☰] to the right and selecting/clearing columns.
     - The Trust Available column shows only the trust amount that you can transfer at that time of billing. Since it only pays new charges, it may not mean it's the full trust balance of the file.
10. After reviewing, select the checkbox next to the draft you want to finalize.
11. Set Action to Finalize
12. Click Process. A PDF will be downloaded and you have successfully created a bill that can be viewed under Client Ledger and various reports in the system. 
    
    NOTE:  If enabled, Send to Release will be an option so that the invoice will go to an approver before it can be finalized. This is mostly done for non-admin/billing staff.