RB User Guide > Production > Turn In > Generating invoices

Adding billing information to invoices

After adding services to invoices, populate them with billing information, choose invoice messages, upload repository files, and enter notes.

Continued from Adding & updating services.

1. Select invoice

   1. In the Invoices pane of an Edit Turn In - Job# window, click the hyperlinked Invoice No. you want to edit.
   2. In the View Invoice panel, click Edit.

2. Update billing information

   In the Edit Invoice General pane, not all fields are editable. Fields you can edit:

   • Invoice Date

     Enter a new date or click  to select date in the Date Navigator.

   • Original

     Click to select Yes if this is your O&1 client.

   • COD

     Click to select Yes if the invoice is due upon delivery.

     NOTE: Invoices for COD clients are COD by default

     If the Bill To firm has been designated COD in the Additional pane of its listing (see Entering additional firm information), this box will be checked by default.

   • Print details on invoice

     Click to select Yes to have services listed on the invoice.

   • *Sold To Firm

     Required. Client ordering services. Click >

     View Firm: To view/edit firm details. See Updating firms.

     Lookup Firm: To change firms. See Looking up firms.

   • *Sold To Contact

     Required. Individual at the firm who ordered the services. Click >

     View Contact: To view/edit contact details. See Updating contacts.

     New Contact: To change contacts. See Adding contacts.

   • Bill To same as Sold To

     • If invoices are to be sent to this party: Click to select Yes. Bill To Contact will default to the Contact listed in the General pane. If a different contact at the firm should receive invoices and statements, uncheck the box and select a different contact from the drop-down.
     • If invoices are to be sent to a third party: Leave the box blank, and select a different firm and contact in the Bill To Firm and Bill To Contact fields. See Looking up firms.

   • Bill To Firm

     If a third party is paying for this invoice, click to select the firm. See Looking up firms.

   • Bill To Contact

     Click to select the contact at the Bill To Firm who is responsible for paying the invoice. If contact isnt listed, click to create a new contact (see Adding contacts).

     IMPORTANT: Invoices require Bill To client

     Whether the Bill To client is the same as the Sold To client or is a third party, the Bill To Firm and Bill To Contact fields must have entities selected in them before you can calculate invoices.

   • Invoice Message

     Unlimited character count. Your default Invoice Message appears. Override for this order by entering the text you want or click to select a different invoice message in the Lookup Invoice Message window. To customize the appearance of the message, see Customizing notes & remarks.

     Messages and the default are managed in Setup > Invoice Messages. See Setting up invoice messages.

     TIP: Update multiple invoice messages at once

     Instead of updating each invoice’s message one at time, use Set Invoice Messages to update all or some of the related invoices’ messages in a batch. See Selecting invoice messages.

3. Enter optional information

   To enter additional information, including e-billing information, scroll or jump to the Additional pane. See Adding optional billing information to invoice.

4. Upload files

   If the resource gave you any files, such as exhibits and orders, scroll or jump to the Repository pane, and upload the files. See Uploading files to a repository.

5. Make notes

   If you want to make any notes about the invoice, scroll or jump to the Notes Log pane. See Making notes.

NEXT: Select/customize invoice headers & messages

The next step in creating invoices is optional. RB9 automatically generates a standard invoice header for each witness based on the service items selected, but if the default header is not appropriate or descriptive enough in this instance, select one of your custom invoice headers. See Selecting invoice headers.

You can also select one of your custom invoice messages, if the default isn’t appropriate. See Selecting invoice messages.

If you do not need to set invoice headers or messages, then your billing staff can finalize the invoices.

Reference

• Date Navigator
• Sold To vs. Bill To
• COD Invoices
• Lists > Invoice
• Electronic billing
• Notes Logs

Step-by-step instructions

• Adding & updating services
• Entering additional firm information
• Updating firms
• Looking up firms
• Updating contacts
• Adding contacts
• Calculating & posting invoices
• Customizing notes & remarks
• Setting up invoice messages
• Selecting invoice messages
• Entering electronic billing information
• Uploading files to a repository
• Making notes
• Finalizing invoices