Creating bills using Word Processor Billing

 

Use Word Processor Billing to create printed bills to send to your clients/matters.  This program works with Microsoft Word® or Corel WordPerfect® to create statements of account based on the transactions on your client/matter files.  This feature applies only to firms operating in Canada.

 

Word Processor Billing creates the printed bills to send to your clients/matters.  It does not enter the bills on the files.  After printing bills, you must use Enter/Modify Bills to update the client ledgers.  For this reason, you may prefer to use the Create Bills feature instead.  Create Bills produces printed bills and also enables you to automatically enter the bills on the clients/matters so that you do not have to do this step manually.  

 

Word Processor Billing uses billing templates, which are word processing files that control the appearance of your bills.  Default templates are provided, but you will probably want to customize one or more templates to suit your firm’s requirements.  For example, you may want to add your firm’s logo, or change the font or wording of text.  Read about customizing billing templates.

  1. Select Create Bills or Create Pre-bills from the Billing menu.  The Pre-bills option works the same as standard Word Processor Billing, but does not increment your bill number series and does not enable you to create bills for multiple clients at once.  In addition, you cannot use Pre-bills if you want to use the Enter/Modify Bills Post All feature.

  2. Enter the Bill to Date.  Time and disbursement transactions entered on dates up to and including this date will display on the Time and Disbursement tabs so that you can include them on the bill.

  3. Enter the Date to appear on the top of the bill.

  4. Select the Client/Matter by typing the file number or by pressing F5 to display a list to choose from.  (Optional) In Word Processor Billing (not Pre-bills) type All to select clients/matters by major client code or by responsible lawyer number.

  5. Click the Time tab and select the transactions to include on the bill.  Select transactions by double-clicking or by positioning your cursor on the transaction and pressing Enter, or by clicking Select All.  If required, edit the time descriptions before finalizing the bill.  Changes to time descriptions are saved to the client/matter.

  6. Click the Disbursements tab and select the disbursement transactions to include on the bill.  Click Ok image\done16x16.gif.

  7. (Optional) Modify the outstanding fees amount to bill for an amount other than the amount on the client/matter.

  8. (Optional) To process a trust transfer as payment for the bill, select the Trust bank and enter the Amount to transfer.  Read more about trust transfers.

  9. Click Save image\save20x20.gif.

  10. Continue adding clients/matters.  Click the Selected Clients tab to view the files chosen so far, to edit the billing options for a client/matter or to remove a file from the list.

  11. Click Start Bill image\done16x16.gif.  Select a billing template and click Ok.

  12. After printing bills, use Enter/Modify Bills to enter the bills on the clients/matters.

 

Billing tips