Creating bills


The Create Bills feature enables you to bill clients/matters one at a time, by a range of clients/matters by name, matter number or client number, and by any combination of responsible or assigned lawyer, area of law, and major client number.  


You can automatically enter bills and trust or retainer transfers without using the Enter/Modify Bills or Trust or Retainer Transfer features, and you can automatically enter and print trust checks and print client receipts.  You can also use the E-mail Manager to e-mail bills to your clients/matters.  


Other options include the ability to save draft bills, to print a summary report of the drafts and to print a summary report of the final bills.  You can also exclude clients/matters based on a minimum amount owing, include non-billable time on the bill and print envelopes.


Bills are saved as Rich Text Format files that can be opened using Microsoft Word.



Billing individual clients/matters

Billing multiple clients/matters

Working with pre-bills

Entering bills on clients/matters

Entering payments

Customizing templates with the Bill Template Wizard