Manually Upload ebills
eBillingHub supports automatic submission for most of the electronic
billing vendors. Check the list of Supported Clients on our website, since
it is frequently updated with new clients, and eBillingHub is always working
to add new connections for automated submission. However, there are some
emerging ebilling vendors that eBillingHub is not currently connected
to for automatic submission.
How to upload ebills when there is no automatic submission?
- Run your invoices through the Billing Wizard
using the same process that you use for all other invoices. You can
submit them at the same time as invoices going to other clients. For
more information, see Configure
the Billing Wizard.
- After you submit the invoices and click
Live Update to go to Active
Invoices, the invoices that need to be manually submitted will automatically
be in Hold Status.
- Select the invoices that are on Hold. You
can select them individually by checking the box in the first column,
or you can change the Status to Show
to show only invoices on Hold, and then check the box at the bottom
of the invoice list to select all invoices.
- Select Save
Invoice from the drop-down list at the bottom of the list labeled
Action and click Go.
For more information, see Save
the Electronic Billing File.
- The invoices will be saved in the Root Folder
with a file name starting with your firm's invoice number. Once the
invoices are in the Root Folder, you can move them to any other directory.
If you stay on this screen, you don't need to select these invoices
again for step 7.
- Submit the invoices to the client per the
client's instructions. You may need to log on to the client's ebilling
vendor site, or you may need to email the invoice with additional
attachments.
- Come back to Active Invoices in eBillingHub.
Select the invoices that you just uploaded, select Update
Status/Add Comments from the Action
drop down. A separate window displays allowing you to choose a status
based on the notification received back from the vendor. You can select
to correct the date as well in the window to reflect the correct date
the invoices was submitted.