Print Cover Letters

The Print Cover Letters option lets you create a cover letter for non-consolidated matters for the same client. This will allow your firm to send multiple single-matter bills to the same client, with a cover page summarizing all of the items on the enclosed bills. This feature is not necessary for consolidated bills. A consolidated matter can be assigned a bill format with a cover page that prints with the consolidated bill when it is printed. Single-matter bills needing their own cover letter should also be assigned a bill format with a cover page that prints when the bill is printed.

To Print a cover letter:

Double-click Billing.
Double-click the Print Cover Letters icon.

The Billing\Print Cover Letters window opens.

$Billing\Print Cover Letters window$
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.
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.
Click the Printer arrow and select the printer to be used to print the cover letter.
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, delete the prebill or make sure the status is not ‘Ready to Post’.