Billing Wizard Overview

The Billing Wizard is your primary tool for submitting invoices to ebilling vendors. eBillingHub integrates and automates the following steps required to process electronic invoices.

• Select the invoices that you want to bill.
• Extract the invoice data from your Time & Billing system.
• Validate the invoice data to reduce the probability of the invoice being rejected by the client/eBilling vendor.
• Submit the invoice to the client/eBilling vendor.
• Track the status of the invoice.

There are three basic steps in the Billing Wizard process:

• Step 1 - Select Invoices
• Step 2 - Review Validation Report
• Step 3 - Review Submission Report

Once the invoices have been submitted, you can click the Live Update button to immediately check the status of the invoices you just submitted on the Active Invoices screen.

Invoices Displaying in the Billing Wizard

To display the Billing Wizard's list of selectable invoices, an invoice must meet all of the following criteria:

• The invoice is one of the following types in your Time and Billing system:
• Prebill
• Current Invoice
• Posted
• Finalized
• The invoice has one of the following invoice statuses in eBillingHub:
• New - not previously submitted
• Rejected - previously submitted to the eBilling vendor and rejected
• Hold - previously placed on hold by the eBillingHub user
• Appealed
• More info required
• Invoices that have an invoice date older than the time period set by the eBilling Administrator in the Billing Wizard configuration.
• Invoices that have been partially paid if the eBilling Administrator selected this option in the Billing Wizard configuration.

Invoices that Do Not Display in the Billing Wizard

The following types of invoices do not display in the Billing Wizard's list of selectable invoices:

• Invoices that are not one of these Time and Billing system types:
• Prebill
• Current Invoice
• Posted
• Finalized
• Invoices with these eBillingHub statuses:
• Ebilled
• Received
• Forwarded
• Paid
• Dead
• Lost
• Voided
• Approved
• Emailed
• Opened
• Payment Sent
• Reduced in Review
• Partially paid invoices, if the eBilling Administrator has selected this option in the Billing Wizard configuration.
• Prebill invoices, if the eBilling Administrator has selected this option in the Billing Wizard configuration.
• Invoices that have been excluded based on a specific value in a user defined field that was specified by the eBilling Administrator in the Billing Wizard configuration.

Supporting Non-LEDES Invoice Data and Email Attachments

Some clients may require you to submit invoices in a format other than a LEDES format. For example, a client may want invoices submitted as .pdf documents. Others may want you to attach additional data files to a LEDES-formatted email. To support the ability to attach a separate document to the invoice email, eBillingHub lets you map a client to eBillingHub's Free Form email client. Once this mapping is configured, whenever you process an invoice for that client in the Billing Wizard, you can attach a file during the validation step.

Start the Billing Wizard

To start the Billing Wizard, log on to eBillingHub, point to Billing on the menu at the top of the page, and click the Billing Wizard link.

See also:

Submit PDF Invoices