RB User Guide > Production > Turn In > Generating invoices

Adding & updating individual service items

When adding a new service to an invoice or updating one, you can edit default service information including delivery instructions.

Continued from Adding & updating services.

1. Select service

   1. Service Group

      • In the New Service panel: Service Group defaults to “9. Misc. Charge.” Most requested services will appear in subgroups here.
      • In the Edit Service panel: Fields default to previously saved.

      Change if needed. (Service listings and their groups are created in Setup. See Service Item Subgroups and Service Item Master.)

   2. Service Subgroup

      Select the relevant service subset in the drop-down.

   3. Service Item

      Select the specific service ordered in the drop-down.

2. Select options

   Not all fields are editable. Fields you can edit:

   • More detail on invoice

     Enter additional explanation for this service item. Information in this field will print on the invoice next to the service item name.

   • Units

     Update the number, if needed.

   • Split(%)

     If several parties are sharing the cost of this service item, enter the percentage allocated for this party (e.g., “50.000” for one half or “33.333” for one third).

   • Delivery Method

     Select how service item should be sent to client in the drop-down. Methods and the default are defined in Lists > Production.

   • Turnaround Type

     Select how how fast the client wants the service in the drop-down. Times and the default are defined in Lists > Contacts.

   • Due in days

     If left blank, RB9 automatically calculates this field by adding Due in days default preferences to the Job Date. Due in days defaults come from the firm’s preferences first (see Adding standing requests), then if that is blank, from the business unit’s preferences (see Entering default task deadlines). Enter a number to override the defaults.

   • Produced

     Click to select Yes when the service item is completed and ready to send to the client. A Produced checkmark will appear in the service item’s listing under Witness in the Invoice pane, so you can quickly see which items still need to be completed for this job. This is also a filter on Production Sheets so your production staff can have a list of only the items that they need to produce.

   • Remarks

     Enter details and comments about this service item.

   NOTE: Overriding defaults

   Click the Override slider to select Yes if you want to enter billing & pay rate information and options here. See Entering billing & pay rates. However, it usually better to apply rates from your existing tables first, then edit them for individual invoices if needed. Rates are applied by billing staff after invoices have been generated.

3. Save service item

   • In New Service panel, click Save >
     • Save & New: To save the service item and add another.
     • Save & Close: When you have no more service items to add.
   • In Edit Service panel, click Save.

   RB9 adds/updates the service(s) with default rates (set in Service Item Master) to the witness selected.

Reference

• Service Item Subgroups
• Service Item Master
• Lists > Production
• Lists > Contacts

Step-by-step instructions

• Adding & updating services
• Adding standing requests
• Entering default task deadlines
• Adding multiple services at once
• Copying services to another party