RB User Guide > Production > Turn In > Generating invoices

Adding ordering parties manually

If attending parties ordered services but were not included when you prefilled parties, add them one at a time.

Continued from Adding ordering parties.

1. Add a party

   1. Click in the Invoices pane header of the Turn In – Job# window.
   2. In the Lookup Firm panel, find the new party. See Looking up firms.

2. Enter required information

   1. In the New Invoice panel, select the person placing the order in the *Sold To Contact drop-down (required). If the contact is not listed, click and enter the contact’s information in the New Contact panel. See Adding contacts to RB.
   2. In the *Select witness(es) this party is ordering pane (required), all witnesses are selected by default. Uncheck the box of any witness this party is not ordering.
   3. In the New Invoice panel, click Save. Or add billing information, files and notes before saving. See Adding billing information to invoices.

NEXT: Customize orders

In the Invoices pane, each invoice created is listed with its witness(es) and any prefilled services. To update the service lists, see Adding & updating services.

Reference

• Parties
• Sold To vs. Bill To
• RB Connect
• Prefill

Step-by-step instructions

• Adding witnesses
• Prefilling parties & services
• Adding billing information to invoices
• Adding & updating services