Billing
Pre-Bill
- Creating Pre-Bills for a Responsible Lawyer
- Creating Pre-Bills for Matters with an A/R Balance
- Pre-Bill Selections - Overview
- Pre-Bill Selections - Matter Tab
- Pre-Bill Selections - Options Tab
- Pre-Bill Selections - Fees Tab
- Pre-Bill Selections - Disbs Tab
- Pre-Bill Selections - Rcpts Tab
- Pre-Bill Selections - Trust Tab
- Manually Select Charges to Pre-Bill at Pre-Billing
- Remove Unbilled Charges at Pre-Billing
- Change Unbilled Charges at Pre-Billing
- Write Off Unbilled Charges at Pre-Billing
- Creating Pre-Bills for a Single Client with Multiple Matters
Bill Settings
- Printing a List of Matter Bill Setting Profiles
- Applying a Matter Bill Settings Profile to Types of Law
Transferring Trust at Billing
- Automatically Transferring Funds from Trust Accounts at Billing
- Enabling the Automatic Transfer from Trust for All New Matters
- Enabling the Automatic Transfer from Trust for an Existing Single Matter
- Enabling the Automatic Transfer from Trust for Multiple Existing Matters
- Printing Trust Checks and General Receipts
- Enabling the Allow Trust-to-General Transfer of Fee WIP Feature
- Enabling the Apply Trust Transfer to Existing Invoices Feature
Creating Bills
- Creating Bills - Billing Selection
- Creating Bills for a Responsible Lawyer
- Creating Bills for a Single Client with Multiple Matters
- Creating Bills for Matters with an A/R Balance
- Bill only Matters with New Charges and Exclude Bills with a Zero Balance
- Bill Selections - Matter Tab
- Bill Selections - Options Tab
- Bill Selections - Fees Tab
- Bill Selections - Disbs Tab
- Bill Selections - Rcpts Tab
- Bill Selections - Trust Tab
- Unrecorded Disbursements - Overview
- Manually Select Charges to Bill at Billing
- Remove Unbilled Charges at Billing
- Billing Information - Overview
- Create a Disbursement at Billing
- Change Unbilled Charges at Billing
- Adjust Fees by Percent at Billing
- Adjust Fees by Amount at Billing
- Write Off Unbilled Charges at Billing
- Adjust Fees by Contingency Amount at Billing
- Creating Automatic Disbursements as a Percentage of Fees
- Creating Automatic Disbursements for Every Bill
- Creating Automatic Disbursements for Multiple Matters
- Selecting Default Billing Templates
- Creating Bills - Billing Information
- Creating Quick Bills
- Editing Disk Images
- Recreating a Bill
- What Happens When You Request a Bill
- Working with Provisional Write-Offs
- Working with Quoted Types
- Working with the Charge Selection Window
- Writing-off Outstanding Invoice Balances
- A Billing Template Is Not Selected for Matter Bill Settings
Removing (Undo) Bills
- Undo Bill - Overview
- Undo a Bill in a Closed Month
- Undo a Bill using a Range of Dates
- Undo a Bill using a Range of Invoice Numbers
- Undoing a Bill from the Register
Split Billing
Error Messages and Troubleshooting
- Common Messages that Appear when You Undo a Bill
- Invoice Cannot be Undone Because the Invoice Date is Before the Accounting Restriction Date
- The Invoice Date is in a Closed Month
- Matters with New Charges Do Not Print at Billing
- Pre-Bills Print with a Zero Balance
- Payment Section Does Not Appear in Final Quick Bill
- The Edit Disk Image Feature is not Available from the Billing Drop-Down Menu
- Retainers Auto Allocate at Billing Regardless of Setting Selection
- Fees Do Not Appear on the Billing Fees Journal or the Client Summary and Taxes for Fees Are Not Calculated
- Attempt To Delete Record Twice In a Row
- Bank Reconciliation and BillFlow Windows do not Respond Properly When Using Dual Monitors
- Taxes Doubled on Disbursements
- Creating an Invoice for a Split Matter Causes the Invoice Number to Increase By Two
- PCLaw Creates a Negative One Cent Sales Tax Amount
- Advanced Option Tabs Are Duplicated on the Bill Selections Window
- Receiving a Payment in Quick Bill does not Apply the Correct Receipt Number
