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This Help topic describes the Invoice Display Options listed on the Billing Wizard Configuration screen. Most options are common across Time and Billing systems. However, the Billing Wizard Configuration screen at your firm may only display a subset of these options as required by your Time and Billing system.
Display prebills
When checked, the Billing Wizard display includes invoices that have not yet been posted in your Time and Billing system. The advantage of generating electronic invoices for prebills is that if the invoice is rejected by your client (or its eBilling vendor) you will be able to quickly fix it without having to reverse and then re-post the invoice again in the Time and Billing system. Another benefit is that you can use the eBillingHub's validations to check the prebills before posting them in the Time and Billing system.
Display invoices that are partially paid (not recommended)
When checked, the Billing Wizard display includes invoices with partial payments.
Recommended setting: unchecked
Do not display invoices for matters where field '(click to change)' contains the following value:
To use an extended field value to prevent invoices from being displayed in the Billing Wizard, first select the checkbox, and then click the link labeled click to change. A pop-up screen showing a list of extended fields appears. Select a field from the list, and then enter a value for the selected field in the data box. These selections will prevent an invoice from being displayed anytime the extended field value equals the value you entered. For example, if you choose "Claimant Id" as the field and 999 as the value, the Billing Wizard display will not include invoices for any matter where Claimant Id = 999.
Use Extended Field '(click to change)' to determine matter e-Billing client
To use an extended field value to determine the matter eBilling client, first select the checkbox, and then click the link labeled click to change. A pop-up screen showing a list of extended fields appears. Select a field from the list. The Billing Wizard will use the value of the extended field as the matter eBilling client.
Use field '(click to change)' to override the timekeeper used for expenses
To override the Timekeeper Id value, first select the checkbox, and then click on the link labeled click to change. A pop-up screen showing a list of extended fields appears. Select a field from the list. The Billing Wizard will use the value of the selected field for the timekeeper Id value.
Mark invoice as final if field '(click to change)' contains the following value:
To control when an invoice is considered a final invoice, first select the checkbox, and then click the link labeled click to change. A pop-up screen showing a list of extended fields appears. Select a field from the list, and then enter a value for the selected field in the data box. These selections will mark an invoice as final anytime the extended field value equals the value you entered.
Do not display invoices older than
The Billing Wizard will not display invoices with a creation date older than the specified amount of time.
Do not display prebills older than
The Billing Wizard will not display prebills (not-yet-posted invoices) with a generation date older than the specified amount of time.
Related Topics
.png) Invoice Data Options
Configuring the Billing Wizard
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