Adding a Bill To Record

 

   To add a new Bill To record

1. From the File menu, point to Data Entry and then select Client.
2. Click the Client ID lookup button and select the desired client.
3. Click Billing Preferences.
4. Click the Add button in the Statement Delivery Options section.
5. In the Bill To Record window, enter a Bill To Name or select an existing contact using the lookup button.
• If an existing contact is selected, the default address and email address will be displayed in the appropriate boxes below.
• If a new Bill To contact is added, a Contact window will be displayed allowing you enter the information for the new contact.
6. Enter a Description to help identify the Bill To record.
7. Select whether the contact will receive mail or email statements. (Note: When both delivery options are selected, instead of providing an option, the contact's address information will be printed on the email statement.)
8. Select the Statement Address and/or Email Delivery Options based on the delivery selection.
9. Click OK to save the Bill To record.

Note: Each matter can be assigned one Additional Bill To record along with the Default Bill To record.

Note:Duplicate statements, email statements, and envelopes are not generated when draft statements are run. However, cover statements are generated.

See also:

Types of Client Billing Addresses