Reverse a "Classic" Bill
To reverse a bill done in Classic:
- Begin a Manual Bill.
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Enter a Batch Comment.
For example: Reversing Juris Classic Bill.
- Enter Client, Matter, and Comment.
- On the Fees tab enter the timekeepers and amounts to be reversed (negative amount).
- On the Expense tab enter the expense code and amounts to be reversed (negative amounts).
- The batch total should be the amount for the bill you are reversing.
- Save the bill.
- Now begin a new Credit Memo to write off both the positive and negative bills. This clears the clients Accounts Receivables for reporting purposes.
- Enter a Batch Comment.
- Enter the Client/Matter and use look up to find both positive and negative bill numbers.
- Select the top bill and fill in the Comment.
- Go to the Summary tab and write off this entire bill.
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Repeat those steps for the second bill in the list.
The Credit Memo batch should not total 0.00. Client’s Accounts Receivable will be written to 0.00. The b Receivable report for that client/matter will contain no detail for the entries.
You can now re-enter the time and expenses if need be.
Consolidation Tips
PPD can be transferred in edit prebill 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 desired as long as the percentage totals 100.
When selecting prebills, you only need to select the client/matter the bill is to be split from.
When applying cash to a split bill, you must apply the cash to each of the matters the bill was split to. The bill number will be the same for each of the matters. Using the wizard is advisable on a split bill because it 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 you set a threshold of $500, it will split the bill if the total amount on the bill on the ‘split from’ matter reaches $500)
If you unpost a split bill, it will unpost the bill across the board as the ‘unpost’ will appear on both the split from and the split tos.
Normally discounts apply to fees but can be applied to a % of the bill (this is set up under the matter).
What happens if discount applied is greater than the fees billed?
Example Bill where Discount > Fees Billed
Example Ledger History
For Bill #65 a –$100.00 fee entry was made because the original amount of fees was only $400.00. Since the discount was in the amount of $500.00 the process tries to apply the full amount of the discount to fees first. Then a -$100.00 cash entry was made to balance the negative fee entry. Next a +$100.00 (the remaining $$ of the $500.00 discount) was applied to Expenses. Note the comments line.