Check this box if the invoice must be automatically generated. If Automatic Invoice is selected, select what must be automatically invoiced, e.g.  Disbursements, Fees.

There are three options:

1. By selecting Same as Client, the auto invoicing settings will be brought in from the invoicing settings on the client selected.
2. Auto invoicing settings on matters can be set to default to the department invoicing settings in practice setup.
3. Auto invoicing settings can be manually set.

Automatic Invoicing will only occur if there is enough trust funds to cover the amount of the invoice.

Please note that this amount is rounded to the nearest amount – it won’t necessarily be the exact amount of funds in trust.

Select Daily or Monthly.

Automatic Invoicing occurs during the day-end process.

Enter the discount percentage if applicable. This discount will be set for all invoices on the matter.

Pre-Bill Template

This refers to the fee units, page, folio, time or unitary:

a. Do not show units: No units will be displayed on invoice.

b. Show all units: All unit types will be displayed on invoice. e.g. 2pg

c. Show all units (include rate): All unit types will be displayed including the rate per unit. E.g. 2 @ 19/page

d. Show time only: Only time units will show not unitary, page or folio. E.g. 12 min

e. Show time only (include rate): Only time units will show and it will include the rate per hour. E.g. 12min @ 1000/hr

This is for the automatic invoice the system generates if your matter is set for automatic invoicing.

a. Fees and Disbursements: Itemised billing for fees and disbursements.

b. Disbursements only: One line item (consolidation) for fees and itemised billing for disbursements.

If applying milestones on the matter. Milestones can be billed once a certain milestone has been reached.

Please note, if you tick this box, all fees captured on the Matter will default to unbillable, but can be changed at any stage to unbilled.

A fee schedule can be selected by clicking on the dropdown. The client can be billed a set hourly rate per fee earner. The fee agreement can be selected and can be applied to the matter. This will overwrite the applicable normal hourly rate.

The fee schedule is set up in the System Administration module.

Select the relevant statement layout option, which defaults to Practice settings but can be modified on a per-matter basis.

On the matter, the setting ‘Apply Financial Offsets’ has two effects:

• Offsets the Trust balance against the Business balance on statements.
• If this option is not ticked, the Matter won’t show on Trust Transfer screen unless the specific Trust Transfer filter is selected – Filter=Matter Type, Type= General/Debt Recovery – No Financial Offsets.