Bill Preparation Write Ups and Write Downs

Once in Bill Prep with the Client-Matter's transacations displayed:

Highlight/select all the transactions by right clicking and choosing Select All.

Click on Action > Write Up/Down.

On the Write Up/Down screen enter -15 in the Percentage of Original Field.

Choose to keep time constant (if you want to keep the bill hours constant in the system).

Click OK.

Double check your amount by clicking on Invoice Recap.

If you want the 15 % to be calculated off of the "billed amounts" you should put your -15 in the Percentage of Bill field.

If you use discount options, you will need to use a discount Invoice Style when you print the Invoice.

Also, if you are doing a percentage discount off of the bill amounts instead of the original amounts and want to present some or all of the "billable hours and amounts" on the Invoice as the original, you will need to right click on those particular entries, choose discount override, and change the hours and amounts. This is needed when an attorney says I worked 3 hours, I want to show 2 hours on the bill, and I want to give a percentage discount off of the already discounted bill. To prevent the original 3 hours from showing you must use the discount override feature.

Note that a standard discount Invoice Style in Orion presents the original hours and original amounts and then presents the discount as the difference between the original amount and the billed amount. If you choose to use the discount override feature on particular entries, you need to examine your totals carefully to make sure it is presenting what you want to present in terms of the total percentage discount and the total original amount presented on the Invoice. The discount override feature only changes the presentation of what the original amounts or hours are on the Invoice for printing purposes and does not affect actual production hours stored in the system.