Matter Deferred from Billing

  • Updated

You can select/defer Matters from Billing in two different locations.

Prebilling/Invoicing

1.  Through Print Prebills or Generate Invoices, set your Client-Matter Range to include the Matter and then click on the Select/Defer Matters Within Selection Criteria Button.

2.  Locate the Matter and place a check mark in the "Selected" column (you may need to scroll to the right).

File Maintenance Manager/File Maintenance Matter Manager

1.  In the File Maintenance Manager or the File Maintenance Matter Manager, locate and highlight the Matter.

2.  Right click and choose Edit Selected.

3.  Towards the bottom of the window that comes up, you will see the option to change Bill Status.  Choose Selected and click OK.

Was this article helpful?

/