Filtering the Invoice List

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To make it easier to find invoices, you can use the Active Invoices filters to display a subset of all active invoices. You can also filter the data displayed for each invoice. The following three fields let you perform these filtering tasks.

To filter the invoices by specific clients, follow these steps:

1. Click the Clients To Show list box.

2. By default, all clients are initially shown and selected. (Selected clients are highlighted in blue.) Use the minus icon to deselect all clients or the plus icon to select all clients. To filter the list by specific clients, click the desired client names to highlight them. This action refreshes the invoice list based on your selections.

3. To quickly find a specific client, first click the minus icon to remove all clients from the display, and then type a few letters of the client name in the Clients To Show box:

This action limits the client list to only those client names containing the letters you enter. To stop filtering using the letters, simply delete them from the Clients To Show box.

To use this search technique while retaining clients you already selected, do not click the minus icon prior to performing the search.

To filter the invoices by vendors, follow these steps:

1. Click the Vendors To Show list box.

2. By default, all vendors for the displayed active invoices are initially shown and selected. (Selected vendors are highlighted in blue.) Use the minus icon to deselect all vendors or the plus icon to select all vendors. To filter the list by specific vendors, click the desired vendor names to highlight them. This action refreshes the invoice list based on your selections.

To filter the invoices by status, follow these steps:

1. Click the Status To Show list box.

2. By default, all statuses for the displayed active invoices are initially shown and selected. (Selected statuses are highlighted in blue.) Use the minus icon to deselect all statuses or the plus icon to select all statuses. To filter the list by specific statuses, click the desired status types to highlight them. This action refreshes the invoice list based on your selections.

To filter the invoices by invoice number, follow these steps:

1. Click inside the Invoice # data box.

2. Enter an invoice number. As you type the number, the list of Active Invoices automatically refreshes to display only those invoices that begin with that number. The Client, Vendor and Status filters are disabled when you use the Invoice # filter and have no effect on the invoices displayed. If you delete the Invoice # you entered, these filters are re-enabled with their previous settings.

To filter the data that is displayed for active invoices, follow these steps:

1. Click the Columns To Show list box.

By default, the blue-highlighted columns shown here are initially selected. To add a column for display, click the desired column name to highlight it. The list then refreshes with the added column and its data. To remove a column, click the desired highlighted column name. The list then refreshes with the selected column and its data removed.

You can sort the data in a column by clicking on the column name in the display. However, you cannot change the order of the columns.

The following table describes the data shown in each column.

Column	Data Description
Ref #	A unique reference number assigned to an invoice by eBillingHub when an invoice is processed through the Billing Wizard or Quick Invoice. If an invoice is rerun through the Billing Wizard or Quick Invoice, it is given a new reference number, but the invoice number remains the same. The reference number is the filename for an invoice file submitted to the eBilling vendor. Use Invoice Lookup to find the invoice number from your Time and Billing system that relates to a reference number.
Invoice	The invoice number from your Time and Billing system. If an invoice is rerun through Billing Wizard or Quick Invoice, a new copy of the invoice will replace a previous version in eBillingHub unless the client is mapped to a new eBillingHub client.
Matter	The matter identification number from your Time and Billing system.
Matter Name	The matter name from your Time and Billing system.
Client	The client name from your Time and Billing system.
Mapped To	The eBillingHub client name to which the client from your Time and Billing system is mapped. The eBillingHub client determines the destination and format of the invoice, as well as the validations performed in the Billing Wizard and Quick Invoice.
Vendor	The eBilling vendor to which the invoice was sent.
Date	The posting date from your Time and Billing system.
Total Due	The total payment due on the submitted invoice. The Total Due remains the same, even if payments have been applied to the invoice. Applied payments are reflected in the Total Payments and Remaining Balance columns.
Currency	Currency code associated with the Total Due amount on an invoice. For example, USD (United States Dollars).
Status	Current status of the invoice in eBillingHub. See Invoice Statuses for a complete list of eBillingHub statuses. Additional information is available for invoices with a status of ebilled and rejected.
Status Time	The date and time the invoice was updated to the current status.
User	The name of the user who processed the invoice through the Billing Wizard or Quick Invoice and submitted it.
Total Payments	The total payment amount applied to the invoice as recorded in your Time and Billing system. This amount is updated when you synchronize the invoice between eBillingHub and your system. If no synchronization has been done, the total payments amount is unknown.
Remaining Balance	The outstanding balance for the invoice after payments have been applied. This balance is updated when you synchronize the invoice. If no synchronization has been done, the remaining balance is unknown.
Tracking #	The tracking number for the invoice submission if the eBilling vendor supplies one. eBillingHub will update a tracking number if it is able to update the status of the invoice. You can add a tracking number if you manually update the status of the invoice.
Attachments	A paper clip icon indicates that one or more attachments exist for the invoice. Click the paper clip to display the attachments in a secondary window.

To select all invoices in the list, first select the All option in the View tool, and then click the Select All Invoices checkbox. For instructions on using the View, Page and Sort tools to manipulate the list data, click here.

Resetting Filters

To reset the filters to their default state, click the Show All button. All values will be selected in the Client, Vendor and Status fields, and the Invoice # data box will be cleared.

Resubmitting an Invoice

If an invoice's status is "rejected" or "more info required", an additional Action column appears on Active Invoices with a resubmit icon for the invoice. Click here for information on when and how to resubmit an invoice.