Prebill Not Printing on Recently Opened Matter

  • Updated

When you print Prebills and specify a particular Billing Cycle” by placing a check mark in one or more Billing Cycle” fields and you choose the Only Include Matters Where Minimum Number of Days Have Passed option, Orion counts the number of days that have passed since the Last Billing Date of the Matter.  If there has never been an Invoice generated on the Matter, Orion checks the File Opened Date.  If the Matter is set up on a Monthly Billing Cycle and there have not been at least 20 days since the Matter was opened or an Invoice was generated, a Prebill will not print.  If you want to send an Invoice for a new Matter in the very first Billing Cycle”, either put a date in the Matter Opened field that is more than 20 days prior to the Invoice Date, or, when you attempt to print a Prebill for the Matter, do not choose the Only Include Matters Where Minimum Number of Days Have Passed option.  The days required by Orion for each billing cycle between invoicing are as follows:


        Monthly            20 Days

        Bi-Monthly        50 Days

        Quarterly          80 Days

        Semi Annual     150 Days

        Annual              355 Days

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