Billing FAQ

How do I create a Settlement Statement?

A settlement statement is a document that shows all transactions on client's file(s), including all costs, fees and payments. To create a settlement statement in Legal Accounting, follow these steps:

1. Go to Billing > Request Invoice tab.
2. Enter the File or Contact.
3. Select Settlement Statement under Action.
4. Click Process to open the Settlement Statement pop-up window.
5. Leave everything blank to create a settlement statement.
6. Click Ok.

How do I Reprint a Finalized Invoice using a Different Bill Display or Template?

1. Go to the Billing > Request Invoice tab.
2. Enter the File or Contact.
3. Select the template you require under the Force Billing Display field.
4. Select Settlement Statement under the Action field.
5. Click Process to open the Settlement Statement pop-up window.
6. Type the invoice number you want to reprint using the template you selected.
7. Click Ok.
   NOTE:  Please be aware that recreating the invoice does not update the invoice image saved on the ledger. The recreated invoice is not saved elsewhere within the system. It is a temporary recreation for viewing or printing. Balance forward (if any) will not show either. 

Where do I get the eBilling zip file that did not download?

Option 1: From the Notifications icon.

1. Click the bell icon at the top right corner to open the Notifications window,
2. Go to My Documents tab.
3. Click on the zip file to download it.
   

Option 2: From the Communications tab.

1. Go to Contacts > Contact Manager tab.
2. Locate the client or the contact.
3. Go to Communications tab.
4. Locate the invoice and click on it to download.

How do I download invoices that have been generated?

1. Go to Reports >Receivables > Receivables tab.
2. Click the dropdown icon to open the Receivables Options window,
3. Under the View field. select Billings Journal
4. Enter the required filters such as Start Date, End Date, Invoice, File, Collecting , Credit, Contact, Responsible and Area of Practice.
5. Click Play to generate the report.
6. Click the PDF Attachment icon to download all the invoices.

How do I change my invoice number when creating an invoice?

1. Confirm that you have Admin privileges.
2. Go to Billing menu. You can change the invoice number from the following tabs:
   • Request Invoice
   • Review Charges
   • Release Invoice
3. Click the displayed invoice number to open the Next Invoice Number box.
4. Enter the invoice number that you want to use.
5. Click Ok.

Total Fees Math Error

This billing error is rare and random, it happens then entries were not calculated properly by the system, due to indexing delays. To fix it:

1. Undo the bill.
2. Go to the file under File Manager.
3. Click Save.
4. Redo the invoice.
5. If the issue persists, please contact us.