RB User Guide > Calendar > Cases OR Jobs > Adding parties

Entering electronic billing information

RB9 only

You can enter e-billing information for a party when adding them to a case or job, or anytime afterwards, including during Turn In.

Continued from Adding parties, Updating parties or Adding billing information to invoices.

1. To enter e-billing information for a party:

• In a case or job

  In the Edit Party panel, scroll or jump to Billing Info pane.

• During Turn In, Export Invoices (RB9 only), or Invoice Inquiry

  In the Edit Invoice panel, scroll or jump to Additional pane.
2. Enter/update text or make selections:

   • Client Matter No.

     This number, which consists of a number designating the client combined with a number designating the case, will be printed on the invoice. This number is required for electronic billing in RB9. See Exporting invoices in LEDES format.

   • Claim No.

     Insurance claim number

   • Name of Insured

     Insured individual’s name

   • Date of Loss

     Date of incident

   • Direct Billing Notes

     Unlimited character count. In the case of direct billing (i.e., Bill To is different from Sold To), any text entered here appears on the invoice along with Claim No., Name of Insured and Date of Loss. To customize the appearance of the notes, see Customizing notes & remarks. Text customizations will appear on the invoice.

   • Client ID for LEDES 1998B

     The party’s ID number for electronic billing. When exporting invoices in LEDES 1998B format, this entry will be used for CLIENT_ID. See Electronic billing.
3. Click Save.

Reference

• Parties
• Date Navigator
• Sold To vs. Bill To
• Electronic billing

Step-by-step instructions

• Updating parties
• Exporting invoices in LEDES format
• Entering dates
• Customizing notes & remarks
• Adding billing information to invoices