RB User Guide > Production > Turn In > Generating invoices

Adding & updating services

After adding parties, add services they requested. RB9 will automatically generate invoices for each party. If resources turn in through RB Connect, most of this information will be entered automatically in RB9.

When you prefill parties with standing orders or previously ordered services, RB9 creates invoices that automatically include those service items. You can add other service items one at a time or in batches from different sources, such as billing sets. You can also copy services from one invoice to another, remove services not ordered on this job, and re-arrange the order of how they will appear on the invoice.

You can pay resources for miscellaneous services you are not charging to the client, such as parking, now (or later in Override Resource Pay).

Continued from Adding ordering parties.

1. Manage services

   In the Invoices pane of an Edit Turn In - Job# window, all invoices created so far are listed with their related witness record(s) and any service items set to be billed. To:

   • Add services

     • From billing sets/party's standing orders/case/job

       To include service requests from a billing set, the party’s Firm and/or Contact listing, the case, and/or job, use Prefill Services. See Adding multiple services at once.

     • Individually

       To add a single service to an invoice, click next to a hyperlinked Witness in the invoices and select New Service. See Adding & updating individual service items.

   • Edit included services

     • Remove multiple services at once

       When prefilling parties, all of the related services get added to their invoice(s), but you can easily remove any that were not ordered for this job.

       1. To remove multiple services, click next to a hyperlinked Witness in the invoices and select Delete Services.
       2. In the Delete Services panel, check the box(es) of services you want to remove. Then click Delete. Click Yes in the popup that appears.

     • Remove services one at a time

       If you only need to remove one service from an invoice, deleting the single service is quicker.

       1. If any of the services on an invoice was not ordered by the Sold To Contact for this job, click its hyperlink.
       2. In the View Service panel, click Delete. Then click Yes in the popup that appears.

     • Update services

       1. If a service item needs revising, click its hyperlink.
       2. In the View Service panel, click Edit. To revise the service item in the Edit Service panel, see Adding & updating individual service items.

     • Copy party's services to another party

       Save time if multiple parties to a job are ordering the same services by setting up one invoice with the services to be billed, then copying the service items to other parties. See Copying services to another party.

     • Arrange services

       To change the order of how services will appear on an invoice, click or next to a service to move it up or down in the list.

2. Add additional pay

   To include pay for resources for miscellaneous services you are not charging to the client, such as parking.

   1. Click the hyperlinked witness name in the invoice.
   2. In the View Order panel, click Edit.
   3. In The Edit Order panel, scroll or jump to the Additional Pay pane.
   4. Click . See Entering additional pay amounts.
   5. Click Save >
   • Save & New: To save the amount and add more additional pay amounts for the same resource.
   • Save & Close: When you have no more additional pay to add to the resource.
   6. New additional pay appears as line items in the related invoice. (You can also add additional pay in Override Resource Pay.)

NEXT: Enter billing information

When you have orders for all attending parties, edit the invoice(s) created to include billing information, repository files, and notes. See Adding billing information to invoices.

Reference

• Parties
• RB Connect
• Billing Sets
• Override Resource Pay
• Prefill

Step-by-step instructions

• Adding ordering parties
• Prefilling parties & services
• Adding multiple services at once
• Copying services to another party
• Entering additional pay amounts
• Adding billing information to invoices