![]() Invoice ID: This column displays the invoice ID regardless of where the invoice was processed. Invoices ran from both batch billing and a single matter will display their invoice ID (Invoice Number). ![]() Invoice Charges: This column displays the total amount invoiced, regardless of any trust transfers, credit adjustments, or payments made.Īmount Paid: This column displays the amount paid towards a specific invoice. This number includes trust transfers, adjustments, client payments, or any other form of paying an invoice. View Date: This column displays the date and time upon the client opening the email attachment. How to edit or delete Billing Audit Rules.How to generate a list of all non-billable Time entries per Matter.How to generate a list of all Time and Expenses billed per Matter.How to run a Prebill at the Matter level.How to edit a Matter-specific Time entry.How to set up Fixed Percentage Discounts on an existing Matter.How to set up Fixed Percentage Discounts on a new Matter.Billing holds: How to hold all fees and soft or hard costs from invoicing for a new Matter.Billing holds: How to hold all fees and soft or hard costs from invoicing for an existing Matter.How to set up and use Evergreen Retainer on a new Matter.How to set up and use Evergreen Retainer on an existing Matter.Importing data from an external source.How to make a Payment to an Operating account on behalf of a Client for a specific Matter.How to make a Payment to a Trust account on behalf of a Client for a specific Matter.How to make an adjustment to a Client's Trust Ledger.How to make an adjustment to the Matter Ledger.This column will remain blank until this action happens.
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