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Help topics in this section provide instructions for several billing tools. Most invoices are submitted using the Billing Wizard, but there may be special cases where you'll want to use Quick Invoice or Multi-Invoice processing. Additionally, you may need to configure multiple payors for invoices related to a particular matter. Here's a brief description of each tool:
· Billing Wizard
Use this tool to select invoices related to one or more clients, automatically validate the data and submit the invoices to eBilling vendors.
· Quick Invoice
Use this tool to select invoices related to a single client, automatically validate the data and submit the invoices to eBilling vendors. This tool differs from the Billing Wizard in that you can submit invoices regardless of their eBillingHub status, or the age or payment status in your Time and Billing system. Consequently, you can use Quick Invoice to resubmit invoices that have already been paid or are older than the time threshold set in the Billing Wizard configuration. You can also use Quick Invoice to submit paid invoices to build an invoice history in eBillingHub.
· Multi-Invoice
Use this tool to create a single electronic billing file with data from multiple invoices.
· Multipayor
Use this tool to configure multiple payors (clients) for a matter, and to specify the percentage of fees and expenses that each payor will be charged by your law firm.
Accessing the Billing Tools
All billing tools are accessible from the Billing menu:
Select a help topic for the desired tool:
.png) Using the Billing Wizard
Using Quick Invoice
Creating a Multi-Invoice File
Managing Multipayor Matters
Related Topics
Tracking Invoices
Editing Invoices
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