Punctuation on Fee Entries

The Orion invoice format will place a period at the end of a Fee Entry for you if you do not put in punctuation. It will also replace the last punctuation mark on a Fee Entry with a period if the Fee Entry is either a standalone entry or the last entry that is appended or wrapped on a particular date when using the concatenate feature.

If the Concatenate Fees setting is checked on the invoice style settings, Orion will wrap Fee Entries that have the same date and Timekeeper, put them on one line on the invoice, and use the separator specified in the Invoice Settings screen which is typically a semicolon (;).   If you have a period at the end of your entries and concatenate is set to be "on" Orion will replace the period with the semicolon.

Orion will also capitalize the first letter of a Fee Entry for you if it is left in lower case. Note that Orion will NOT capitalize the first letter of a sentence in the "middle" of your Fee Entry - it does not do grammar checking to that level. It is merely a formatting convention.

See the illustrations below of the original entries keyed that showed on the Bill Preparation screen and their appearance on the actual invoice when the Concatenate setting is set to on.

Notice that now the entries on 6/5 are concatenated. This is a proper entry.   Also notice on the second entry on 6/2 how, if you place a period at the end of a sentence in the "middle" of your entries, and have Concatenate set to "on" and use the separator character of a semicolon how it displays. 

 The below illustration shows the invoice text as it appears on the invoice when Concatenate is set to "on:"

The below illustration shows the invoice text when Concatenate is set to "off:"

The Concatenate setting on the Invoice Style can be found on the invoice format itself if you go to Billing Manager > Tools > Invoice Styler, open up the invoice format, and click on Settings. It is the Concatenate Fees - Separator option.  Note that this setting normally should be decided upon prior to printing your invoices. This is normally done at time of initial installation/conversion. The setting is shown in the below illustration: