Amicus Small Firm Accounting's flexible billing program enables you to generate statements of account either for individual client files, for all client files by name, matter number or file number, and by any combination of Responsible or Assigned Lawyer, file type, and billing cycle. You can automatically post payments from trust without using the Transfer to A/R program and you can automatically post and print trust checks and print client receipts. Other options include the ability to save draft bills and print a summary report of the drafts, and to print a summary report of the final bills. You can also exclude files based on a minimum amount owing, include non-billable time on the bill and print envelopes.
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Click Billing, Create Bills, Bill single Client tab and enter the date and client number.
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Click on Save to Draft Bills.
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Go to Save to Draft Bills tab. Click the Exp button on the middle of the screen, below the upper table. The client's unbilled expenses will display. You will need to ensure that only the transaction you want to bill for is marked. Click Deselect All to unmark all the transactions, and then check the entry you want to bill for.
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The Exp column on the upper table will automatically be updated with just the amount of the expense you marked.
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Click the Create Final Bills button. On the Final Bills tab, select Post Bills checkbox and other desired options. The client's WIP will be reduced by the amount of the expense you billed, and the transaction will no longer be outstanding.
