Billing Tips

Use these tips for special billing situations, including reversing a Classic bill, working with consolidated bills, and handling split bills.

Reverse a Classic bill

To reverse a bill created in Classic:

1. Begin a Manual Bill.

2. Enter a batch comment.

   Example: Reversing Juris Classic Bill

3. Enter the Client, Matter, and Comment.
4. On the Fees tab, enter the timekeepers and the amounts to be reversed as negative amounts.
5. On the Expense tab, enter the expense codes and the amounts to be reversed as negative amounts.
6. Confirm that the batch total matches the amount of the bill being reversed.
7. Save the bill.

8. Begin a new Credit Memo to write off both the positive and negative bills.

   This clears the client's Accounts Receivable for reporting purposes.

9. Enter a batch comment.
10. Enter the Client/Matter, then use lookup to find both the positive and negative bill numbers.
11. Select the top bill and enter the comment.
12. Go to the Summary tab and write off the entire bill.
13. Repeat those steps for the second bill in the list.

The source article states that the Credit Memo batch should not total 0.00, and that the client's Accounts Receivable will be written to 0.00.

After the reversal is complete, you can re-enter the time and expenses if needed.

Consolidation tips

• Prepaid cash, or PPD, can be transferred in Edit Prebills on consolidations.
• Fees or expenses can be held on a matter that is on a consolidated bill.

Split bill tips

• A matter can be split with as many matters as needed, as long as the total percentage equals 100.
• When selecting prebills, select only the client/matter that the bill is split from.
• When applying cash to a split bill, apply the cash to each matter the bill was split to.
• The bill number is the same for each matter.
• Using the wizard is advisable on a split bill because Juris does not know how you want the cash to be split.
• A split bill includes fees, expenses, interest, taxes, and surcharges.
• A bill can be split over a threshold. For example, if the threshold is $500, Juris splits the bill if the total amount on the bill for the “split from” matter reaches $500.
• If you unpost a split bill, the bill is unposted across the board. The unpost appears on both the “split from” and “split to” matters.
• Discounts normally apply to fees, but they can be applied to a percentage of the bill. This is set up on the matter.

When the discount is greater than the fees billed

If the discount applied is greater than the fees billed, Juris applies the discount to fees first.

For example, for Bill #65, a -$100.00 fee entry was made because the original amount of fees was only $400.00. Since the discount was $500.00, Juris tried to apply the full amount of the discount to fees first. 

Juris then made a -$100.00 cash entry to balance the negative fee entry. Next, Juris applied the remaining $100.00 of the $500.00 discount to expenses.

Review the comments line for additional detail.