Raising a Bill

Step-by-step guide

To raise a bill, do the following: 

1. To bill a matter, locate the matter and then click BILL in the Matter Toolbar. 
2. In the Billing window which follows, change the Bill Type from Draft to Interim. 
3. Also, change the Proposed Bill Amount Basis from “Per WIP Values” to “Per Proposed Values” and enter the full amount that is to be billed (pre-GST) into the Proposed – Fee field. 
4. In Billing Entity, identify who will be responsible for paying the bill (it defaults to the client on the matter). 
5. Untick “Print Bill?”. The billing window should then look something like this: 
6. 
7. Click OK and the bill will be finalised.