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Law firm invoice template for Support

this segment we're going to talk a little bit about statement or invoice printing preparation there are a lot of options and we' like to clarify any confusion within that screen we'll go into report 60 which is the same whether you go into it from the billing one tab or if you go to advance reports and click final invoices it takes you to the same place you'll notice various red column headings on the on the screen you're able to run bills by client or by file or rebu them by invoice or file number a rebu if you're printing one at a time is necessary if the case has no current working process to be built otherwise you run it as an original if you Bill periodically throughout the month you're probably accustomed to building one file at a time in many cases in which in which instance you just unselect all and click in here and and key your file number or press the F2 key or the down arrow to get a list of the files like all of our list boxes the this list is searchable so you can key the file number and get close to the one you want or you can can press Tab and come over and start keying the sort name of the file you want once you have the file you want you can click it and hit enter or okay or you can simply double click it so this is the the one file that we're going to print it lets you know when they last were last build and when they last paid and then we specify the billing period ending date everything on the file up through this date that is not on hold will actually be included on this invoice you can select by responsible timekeeper if you're printing a lot of bills for one particular timekeeper but when you're printing one bill at a time we recommend that you leave all of these multiple selection criteria with a setting of all or or a check mark so that you don't inadvertently deselect something that you really want to print then you select the date range to include on the bill for the payments every payment within this date parameter will be included as a detailed payment all payments prior to the beginning date will be factored into the previous balance you can override the format of the file temporarily when you go to print the bill or you can use the file setting you can uh override the information to include normally you're going to be building everything however if it's a contingency file you might be building cost only throughout the duration of the case you can double space the entries in case a pre-printed letterhead you can summarize your payments we do recommend that you print zero and print negative if you have working process that needs to be final build on the case we also recommend that you leave rebills no activity check because when you're printing all of your bills you would want it by default to include reminder bills cases that owe you money but do not have any current activity in order to actually do a final bill and move the work over from work in process to account receivable you do have to click final billing without printing a document you can print final bill to five only it'll Market as Bill but won't actually print a bill then you have preview only which we're going to to cover in this segment and then you have send to file send to file is available whether you're doing a final bill or a preview and it will actually create a text document of your invoice in the case 2000 temp folder so when you're ready to go we've selected one file we'll just say preview only and here here's our bill if you'll notice up here the name and address in this particular instance is coming out of our control file under the bill header section but we can customize your own letterhead we can add your logo or any other artwork that you want on the bill this particular bill was customized to show the total amount that you expect the client to pay right on the the first page of the bill and then you have in this case a very revealing format which we call format five but it shows the date The timee Keeper the description the rate the hours and the amount and then we come to the second page and it gives you the total amount due if you print in color we can construct the the print routine for your firm to print any particular thing you like in color there are other options to printing multiple bills simultaneously of course at the end of the month you're probably going to print all of your bills at one time in which case you leave this selection as all but let's say that we wanted three bills at this particular time but we didn't want to have to go through this setup three different times so we uncheck all and we click select and when we click preview or print we'll see a selection box pop up we want file 1,1 10002 and we might want file 3001 and when we tell it to to proceed those are the three that we'll see 1,001 we'll close that 1,002 and then 1,00 or 300001 so those are the only three files that we printed but we printed them basically all at one time another option you have is to print by client and it will print all cases for the for the selected client with a cover sheet showing a summarized view of what the client owes you so we'll pick the one client tell it to preview and in this case it's our client 1000 which has three cases assigned to it so 1,001 is the first one 002 is the second one and 005 is the third one and it's actually a reminder Bill this client owes us this this amount but they have no current work and then this is the cover sheet or Consolidated charges for all matters for the selected client so keep in mind there there are a lot of different options for Bill printing the same thing that you just saw selectable by by multiple clients or cases is also selectable by multiple clients you can also select multiple invoices to print simultaneously you can print all of your bills by one timekeeper all of your bills by a particular practice area or you can print all hourly Bills versus fixed fee or contingency bills so there are lot of different options in Bill printing but keep in mind that there are other billing reports within case load like pre- bills and invoice reviews but if you're ready to actually Mark the the file as final just meaning that you're going to mail this invoice you must select report 60 from the billing one tab or go to final invoices from the advanced reports tab and then of course we have a few of our clients still using the the outdated method of going to reports up top and then coming down and Slick selecting it from here if you'll notice when I did that there is a hotkey so to speak for picking the billing print program which is alt B so you can be anywhere and select alt B and it will bring you to this screen so we hope that help simplify some of the the options when when printing of your bills please let us know if we can help in any way just remember it's casel load.com or call us it 864 346 4486 software for the business of law