Billing History List

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This screen lists any bills that were printed on another system or manually created. You normally enter these when doing a conversion from another system and an electronic conversion is not possible. It may also be used by a practice that is converting from a manual system.

 

Client: This is the client id of the client whose matter is having time added to it. It is pre-filled.

Client Name: This is the name of the client associated with the id.

Matter: This is the id of the matter for which time will be added. This is pre-filled from the prior screen.

Description: This is the brief description of the matter.

Add Button: Add a historical bill.

Modify Button: Select a bill from the control list and press this button to modify.

Remove Button: Select a bill from the control list and press this button to remove.

To add a historical bill Press the Add Button:

 

Client: This is the client id of the client whose matter is having time added to it. It is pre-filled.

Client Name: This is the name of the client associated with the id.

Matter: This is the id of the matter for which time will be added. This is pre-filled from the prior screen.

Description: This is the brief description of the matter.

Stmt. No.: Enter the invoice number of the bill.

Date: The date of the bill.

Time: Enter the billed fees.

Disbursement: Enter the billed expenses.

Fin. Chrg.: Enter the billed finance charge( if any).

Tax: Enter the billed sales tax (if any).