RB User Guide > Production > Turn In > Generating invoices

Adding optional billing information to invoices

Enter or update miscellaneous billing information, including electronic billing information to an invoice.

Continued from Adding billing information to invoices or Viewing & sending single invoices.

1. Update miscellaneous information

   In the Edit Invoice window’s Additional pane, enter/update text and selections:

   • Ref. No. for Bill To Contact

     If the contact provided a reference number for the job/invoice so it relates to what they have in their own system.

   • Ref. No. for Resource

     If this resource is an affiliate that provided a reference number, e.g., the number on the invoice they gave you for services rendered.

   • Invoice Type

     Select an invoice type (e.g., Interoffice Invoice or Affiliate Invoice) in the drop-down. Invoice Types are set in Lists > Invoice.

   • Remarks

     Any notes about this invoice.

2. Update e-billing information

   If you will be billing the party electronically, this information should have been entered at the case level so that it appears automatically in invoices related to the case. You can enter or update it here for this invoice only. See Entering electronic billing information.

Reference

• Lists > Invoice
• Electronic billing

Step-by-step instructions

• Adding & updating services
• Adding billing information to invoices
• Viewing & sending single invoices
• Entering electronic billing information