Print cover letters

To Print a cover letter:

  1. Double-click Billing.

    Billing, Print Cover Letters selection

  2. Double-click the Print Cover Letters icon.

    The Billing\Print Cover Letters window opens.

    Billing\Print Cover Letters window

  3. In the Client box, type the client code for the client you want to select., or click the ellipses button to select from the "client/matter finder" window.

    Note

    The client must have at least one single matter bill with a status of 'Ready to Post' in order to be selected.

  4. Click the Bill Format arrow, and select the format to be used to print the cover page.

    Only those bill formats that include cover pages are available in the list.

  5. Click the Printer arrow and select the printer to be used to print the cover letter.
  6. Click the Begin Printing button to begin printing the cover letter, based on the criteria you have selected.

    Note

    Matters must be selected and set to a status of ‘Ready to Post’ in order to be included in the cover page.  To exclude a matter from being included on the cover page, simply delete the prebill or make sure the status is not ‘Ready to Post’.

 

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