Create a Manual Bill

To create a Manual Bill, perform the following:

  1. Double-click Transactions.
  2. Click on Manual Bills.

  3. Select Form > New > Manual Bill to open a new Manual Bills batch.

    Manual Bills Batch window

  4. In the Batch Comment box, type a comment (1-50 alphanumeric characters) or accept the default.

  5. Select Form > New from the menu.

    Manual Bills, New Manual Bill window

  6. In the Date box, accept the default date of today, or type in the date you want to use for the bill.
  7. In the Client box, type the client code, or click the ellipses button to search for and select the client and matter in the finder window.
  8. In the Matter box, type the matter code, or click the ellipses button to search for and select the client and matter in the finder window.

  9. Click the Comment tab to enter a comment (required) and narrative (optional) on this bill.

    New Manual Bill - Comment Tab

    1. In the Comment box, type the required comment (1 - 50 alphanumeric characters).

    2. Optionally, In the Narrative box, type any additional information, or click the ellipses button to select a narrative template from the Text Code Finder window. (1 - 7,500 alphanumeric characters).

      TIP: You can use Ctrl + Enter or Ctrl + Tab to insert carriage returns or tabs in the Narrative box.

  10. Click the Fees tab to enter timekeeper fees on this bill.

    New Manual Bill - Fees tab

    1. In the ID cell, type the identification code of a timekeeper for whom fees need to be billed, or right-click in the cell to open a selection list to choose from.

      The 'Name' cell is automatically populated with the timekeeper associated with that ID.

    2. Click in the Fee Amount cell and type in the amount to bill for this particular timekeeper.

    3. Repeat steps a and b for each timekeeper fees you need to bill.

  11. Click the Expenses tab to enter expenses on this bill.

    New Manual Bill Expenses tab

    1. In the ID cell, type the identification code of an expense that needs to be billed, or right-click in the cell to open a selection list to choose from.

      The 'Description' cell is automatically populated with the expense associated with that ID.

    2. Click in the Exp. Amount cell and type in the amount to bill for this particular expense.

    3. Repeat steps a and b for each expense you need to bill.

  12. Click the Int / Sur / Tax tab to interest, surcharge, or taxes.

    New Manual Bill Int / Sur / Tax tab

    1. Optionally, in the Interest box, type the interest amount to add to this bill.

    2. Optionally, in the Surcharge box, type the surcharge amount to add to this bill.

    3. Optionally, in the Tax box, type the tax amount to add to this bill.

      The 'Total Tax' box automatically displays the total all taxes entered.

  13. Select Form > Save from the menu to save the bill.

NOTE: Manual bills automatically post, so you do not have to perform the post process to post this bill.