RB User Guide > Production > Turn In > Generating invoices
Adding ordering parties
After entering witness information, the next step in Turn In is to add parties that ordered services. 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.
Continued from Adding witnesses. (You cannot add parties to an invoice without adding witnesses first.)
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Prefill first
Instead of entering parties and services manually, check first for previously entered choices. Prefilling saves time and reduces the chance of overlooking something by automatically adding related parties and/or service items. See Prefilling parties & services.
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Add parties manually
If attending parties ordered services but were not included when you prefilled parties, add them one at a time. See Adding ordering parties manually.
Designate original client
After adding ordering parties, designate which one(s) ordered the original transcript. Click 
> Set Original. In the Set Original panel, check the box(es) of the original ordering client(s). Then click Save.
NEXT: Restrict individual file access, alert contacts, & customize orders
In the Invoices pane, each invoice created is listed with its witness(es) and any prefilled services. To:
- Turn off individual contacts’ access to specific Witness-level repository files, see Restricting contacts’ file access.
- Alert contacts that their files are available for download, see Alerting clients.
- Update the service lists, see Adding & updating services.
- Hide an invoice’s details, click
. The invoice listing collapses to just the top-line information, such as the invoice number, date, and amount, and responsible parties. Click 
to reveal details again. Click 
/
in the Invoices pane header to collapse/expand all invoices at once.
Reference
Step-by-step instructions