Q: I want to send a client a list of the payments that were made to the Firm. What would be the best way of doing that?
A: Use the Settlement Statement.
Q: I would, but it shows all Fees and Disbursements. I only want to show payments.
A: You will need to create a new "Bill Display" that will not show "Fees" and "Expenses". Then use that new Bill Display for creating the Settlement Statement.
To create a "Settlement Statement" with a special Bill Display.
- Click on BILLING -> REQUEST INVOICE.
- Update the "Dates for Bill Run" section.
- Enter the File Number.
- In the "Options" section click under "Force Billing Display". A list of templates will be in the dropdown list. For this example, you would choose the "Payments" Bill Display template.
In the bottom left click in the “Action” box and choose “Settlement Statement”;
Press the “Process” button to display the Settlement Statement.
A small menu will be displayed.
Click “OK”.
The Settlement Statement will pop out as a PDF.
Example below of the Settlement Statement that shows only the history of payments made.
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How to create a new Bill Display template for Payments Only.
Either - Contact Soluno Support for new Bill Displays
OR,
If you are an Admin, and you feel comfortable creating a new template, click on ADMIN -> BILLING -> BILL DISPLAY tab.
Create a copy of the main Bill Display being used for billing by clicking on the icon with the two boxes and the plus sign in the middle of it.
Put in the Name and a Description for the new Bill Display.
Scroll down to the “Fees” section. Turn off the Button “Include Fees” and choose “Never” for “Section Visible”.
Scroll down to the “Expenses and Other Charges” section. Turn off the Button “Include Expenses” and choose “Never” for the “Section Visible”.
Scroll down to the “Receipts and Other Activity” section. Make sure the Button “Include Retainers” is turned ON and choose “Always” for the “Section Visible”.
Scroll down to the “Trust” section. Make sure the “Include trust” is turned ON. This will make sure the amount paid to Trust is included. But choose “Never” for the “Section Visible”.
Press the “Save” button at the bottom left to save the new Bill Display (Payments).
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