Billing FAQ

In this article:

• Creating a Settlement Statement
• Download eBilling zip file
• Change invoice number when creating an invoice
• Total Fees Math Error
• Include NBW Entries on the Invoice
• Navigating though Determine Billable Status

Creating 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.

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. 

Download eBilling zip file

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.

Download Finalized invoices

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.

Changing the Invoice Number

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.

Include NBW Entries on the Invoice

By default, NBW entries are automatically deselected when billing. If you want to include NBW entries on the invoice, follow the steps:

1. Request the bill and Send to Review.
2. Under Review Charges, click the pen icon to open the Select Charges screen.
3. Expand the Time section to see the entries.
4. Checkmark the NBW entries you want to include.
5. Review and finalize the invoice as you would.

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Navigating though Determine Billable Status

To view a list of which files meet the requirements of billing, as well as a list of files that do not currently meet the requirements of billing, use the Determine Billable Status action on the Request Invoice tab. Follow the steps:

1. Fill out the fields in Request Invoice to filter the invoice run as needed.
2. Click in the Action field at the bottom of the page to select Determine billable status
3. Click Process

The screen will automatically switch to the Determine Billable Status screen. 

On the top of the screen you will see the invoices that meet the requirements for billing. 

The files that do not meet the requirements for billing will be show on the bottom of the screen. To bill these invoices follow these steps:

1. Click the checkbox to the left of the screen to select the files you would like to invoice
2. Click the button Send to Review Charges or Send to Release
3. Once the screen has switched to the Tab you have chosen, proceed with billing as usual

The generated billable status list will remain available to view until a new invoice request is made.