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Step 1: Search a matter to invoice for. The Primary Client will fill from the matter chosen. You can also search by a Fee Earner, Status, or Record Type.
Status: If you wish to show Draft or Unbilled Status transactions. Note: Draft Disbursements will not appear to be billed even if the Draft status is selected. Disbursements must be confirmed before they are able to be billed.
Record Type: This allows you to search for different record types or between the registers for different transactions e.g. Time, Fixed Fees, Disbursements etc
You can also select 'all' if you want to search for everything.
Step 2: Select which records to bill.
Step 3: (optional) Add records to an existing invoice or, if it is a new invoice, leave this blank
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