To start submitting PDF invoices in eBillingHub, select the invoice(s) in the Billing Wizard or enter the invoice number(s) in Quick Invoice. The client and vendor will both be listed as PDF Invoicing. Make sure that the invoice number matches the PDF file located in the PDF path previously configured. For example, the PDF file for invoice number 12345 must be named 12345.pdf.
Prior to invoice submission, eBillingHub will validate whether the PDF associated with the invoice exists in the directory specified on the PDF Invoicing Configuration window. If the invoice does not exist in the directory, an error message will be displayed on the Review Validation Summary Report page.
Once the invoices have been submitted through eBillingHub, they will be displayed in Active Invoices.
Status |
Description |
Received |
The file is waiting to be sent by eBillingHub application to the list of recipients provided by the law firm. |
Emailed |
The file has been sent to the list of recipients provided by the law firm. The status will display all recipients of the invoice. |
Opened |
The email link has been visited by one of the email recipients and successfully accessed. Click this link to display the latest recipient(s) that accessed the PDF. To view the complete status history, select View All Invoice Information from the Action drop-down list. |
More Info Required |
The file has not been successfully accessed by any of the recipients given by the law firm, or any of the recipient email addresses are invalid. |
Rejected |
Invoice has been rejected by the client or the vendor system or the PDF was deleted without ever being downloaded. |
Ebilled |
The file was successfully opened by one or more of the recipients more than 7 days in the past. |
Days |
Retention Description |
7 |
The PDF file will be deleted from eBillingHub after the invoice has been accessed. |
30 |
The file will be available for a maximum of 30 days after invoice submission. If the file is not accessed within 30 days, it will be deleted from eBillingHub. |