In this article, you will learn to create a simple bill for a single matter.
Creating the Bill
After you have some recorded some WIP to bill out, it's time to create your first bill. To create the bill, click on the 'Global Create Button' , click 'Show all...' and then click 'Bill' from the 'Billing' section, as per the screenshot below.
If you create the bill from outside a matter, you will be asked to add a matter association before anything else. Once you have selected a matter from the drop-down menu, you will be taken to the bill creation screen.
If you are creating the bill from within a matter, the association will automatically be added and you will be taken straight to the bill creation screen. In most cases, the unbilled charges will be tabulated, allowing the user to review the charges and approve the bill.
When you are satisfied with your settings, click on the 'Save + Approve' button to push the bill through to production.