The bill window allows you to set the basic options for a bill, such as the date, what items will appear on the bill, and whether the bill has been paid or not.
This allows you to select the client you are going to bill. When you select a client, all the time and expenses for that client that haven't yet appeared on a bill are automatically selected.
If you need to make a last-minute correction to the address before you print a bill, you can do so here. Note that your changes will not be saved - they are one-time only.
This is the number of the bill. TurboLaw® Time and Billing will fill this in for you automatically - you cannot change it.
This is the date of the bill. You can change it if you want to.
This allows you to mark the bill as paid or not paid.
This allows you to select the matter you are billing the client for (if any). This drop-down box will only be available after you have selected a client.
If you select a matter, TurboLaw Time and Billing will automatically populate the bill with only those time/expense items that are associated with the same matter. If this isn't what you want, you can click the Add Existing Item button to add time/expense items from other matters to this bill.
If you change your mind and don't want to file this bill under a particular matter, click the "X" button to clear the selection. The bill will be filed under the client's name, but not under any particular matter.
This section displays the contents of the bill. Each item that has a checkmark next to it will appear on the finished bill. Unchecked items are not included.
You can double-click on any item to edit it.
If you need to add a new time/work entry to appear on the bill, you can do so by clicking the New Time/Work button. Likewise, if you need to add a new expense entry to appear on the bill, just click New Expense. If you have previously entered a time or expense item and want it to appear on this bill, you can click Add Existing Item to add it to the bill.
If you want to remove an item from the bill, simply un-check the item. When you save the bill, the un-checked items are removed from the bill.
In addition to the standard Save & Close, Save & New, Print, Delete, Back and Next buttons, the bill window includes a Preview button, a Void button and a Template button.
This button is the same as selecting "Print Preview" from the print button drop-down. It displays a preview of your bill, with formatting and template applied. You can then print, save, or email the bill directly from the preview window, if you wish.
The void button allows you to "void" the bill - effectively removing it from the client's account by setting the total to zero ($0.00). However, the bill itself - as well as everything on the bill - remains in the system, so that there is a record of it.
The style button allows you to choose the template that will be used when the bill is printed.
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