Draft Bills

Created by Allison Cloyd, Modified on Tue, 10 Jan 2023 at 09:59 PM by Robert Butler

This article explains how to save bills as drafts, where to view all of the draft bills, and how to approve draft bills. 

 

Saving a bill as draft 

If you are using single matter billing you save a bill to draft by clicking on Save as Draft in the Create bill screen. 

 

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If using mass billing, you can save multiple bills to draft by going to Billing > Mass Billing and either clicking on the bill all or selecting one or more invoices (by clicking on the box next to the invoice on the left) and clicking on bill selected. 

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This will then move the selected bills into draft. 

Draft Bill - List view

To view, a list of all the draft bills go to Billing > Draft Bills

 

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ColumnDescription
Checkbox - TickboxSelect/deselect matters
Inv. NoThe number of the invoice created. Selecting the number launches a screen to edit the bill.
PDFSelecting the PDF icon downloads the bill using the selected bill template.
DOCSelecting the DOC icon downloads the bill using the selected bill template in Word. 
LEDESLEDES (e-billing) file if enabled
E-billing formatLEDES file format
Bill TemplateThe template that will be used for the bill output.
Invoice DateThe Accounts Receivable date is the user-selected date that is used when posting bills to the general ledger. It is also the date used for aging an invoice.
ClientThe client on the matter who is being billed.
Responsible PartyThe designated responsible party on the matter.
E-BillDisplays the E-bill format to be included in the billing email (if the matter is set to e-billing)
Matter IdThe ID of the matter(s) to be billed. Selecting this opens the matter home screen.
Matter NameName of matter(s) to be billed. Selecting this opens the matter.
FeesTotal fees that are included on the bill.
DisbursementsTotal disbursements that are included on the bill.
Fee AdjustmentsTotal fee adjustments on the bill
TaxThe total tax amount included on the bill
New ChargesFees + Disbursements + Tax - Discount
Retainer AppliedFunds applied to the bill from the general retainer (if the general retainer is to be applied to the bill automatically that amount will show here as already applied). 
Trust AppliedFunds applied to the bill from the trust account (if the trust account is to be applied to the bill automatically the amount that amount will show here as already applied).  
Prior BalanceThis shows the previously billed, but unpaid, balance for the matter.
Amount DueTotal new charges - Transfers + Prior balance
Retainer BalanceBalance of funds held in a general retainer for the matter, if applicable
Trust BalanceBalance of funds held in trust for the matter

 

 

 Related Articles:

- Bill Production

- Mass Billing