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The Billing Wizard and Quick Invoice are the two main tools for processing invoices in eBillingHub. These flexible tools accommodate your firm's billing practices and client requirements as explained in the invoice processing scenarios below.
Scenario 1: Submitting Invoices to a Supported eBilling Vendor
In this scenario, the eBilling vendor is set up in eBillingHub to automatically accept invoices. (For a list of supported vendors, click here.) The eBillingHub user selects the invoices in the Billing Wizard or Quick Invoice, validates the invoice data, and then submits the invoices to the vendor. The user can immediately see the status of the submitted invoices in Active Invoices.
Scenario 2: Submitting Invoices to a Non-supported eBilling Vendor
In this scenario, the eBilling vendor is not set up to automatically accept invoices from eBillingHub. The eBillingHub user selects the invoices in the Billing Wizard or Quick Invoice and validates the invoice data. During the submission step, eBillingHub automatically places the invoices on hold. The user then uses Active Invoices to manually create an invoice file for each invoice placed on hold and logs into the vendor's site to upload the files, or emails the files to the vendor. The user can still track the status of the invoices in Active Invoices, and, based on the vendor's response, manually update their status.
Scenario 3: Submitting Multiple Invoices in a Single File
In this scenario, a client has requested a single invoice file containing the data for multiple invoices. The eBillingHub user selects the invoices in the Billing Wizard or Quick Invoice and validates the invoice data. During the validation step, the user places the invoices on hold. This action notifies eBillingHub that the invoices are not to be automatically sent to the eBilling vendor. The user then uses the Multi-Invoice tool to create a single invoice file containing data for the selected invoices. The user then emails the file to the client. The user can still track the status of the individual invoices in Active Invoices, and, based on the client's response, manually update each invoice's status.
Scenario 4: Submitting Attachments with an Invoice
In this scenario, a client requires expense reports in Portable Document Format (.pdf) to be submitted with the invoice. (To support this request, the client must already be mapped to the eBillingHub Free Form email client, or the vendor for this client must be set up in eBillingHub to receive attachments.) The user creates the .pdf files in a program external to eBillingHub. During the Billing Wizard or Quick invoice validation step, the user attaches the files and then submits the invoice.
Scenario 5: Submitting an Invoice to Specific Recipients
In this scenario, a client requires an invoice be sent to specific email addresses. When mapping this client to the eBillingHub Free Form email client, the user specifies a list of recipients for the invoice, and optionally, a list of recipients for invoices associated with a particular matter. The user then processes invoices for this client in the Billing Wizard or Quick Invoice. Once submitted, the invoices are sent to the email addresses specified in the mapping.
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