Billing FAQ

How do I print a Settlement Statement?

1. Go to Billing > Request Invoice.
2. Enter the File or Contact.
3. Select Settlement Statement under Action.
4. Click the Process.
5. Leave everything blank on the next screen.
6. Click Ok.
   

How do I reprint an Adjusted Invoice?

1. Go to the Billing Icon>Request Invoice tab
2. Enter the File or Contact#
3. Go to the Action Button and select Settlement Statement
4. Click the Process Button
5. Window pop up you would enter the invoice #
6. Click ok

How do I reprint an Finalized Invoice using a different Bill Display ?

1. Go to the Billing Icon>Request Invoice tab
2. Enter the File or Contact#
3. Go to the Force Billing Display select the bill display you require
4. Go to the Action Button and select Settlement Statement
5. Click the Process Button
6. Window pop up you would enter the invoice #
7. Click ok

How do I get a Invoice eBilling zipfile / PDF download for electronic billing?

Please check the notification Bell Icon on the menu bar  My Documents tab.

For the eBilling Invoices you can check under the Contact Manager's  Communication tab to find the invoice.

How do I download invoices that have been generated?

1. Access  Reports>Receivables> Receivables tab
2. Click on the drop box
3. Select the view Billings Journal
4. Enter the required filters
5. Start Date, End Date, Invoice, File, Collecting , Credit, Contact, Responsible and Area of Practice.
6. Run the report
7. Click on the PDF with the paperclip to download all the invoices.