The billing process for a General Billing matter is exactly the same as any other matter in the software. However, there are some exceptions in the billing assistant.

In addition to the filters normally available in the window, the following are added

This makes it very easy to isolate the activities of a matter and exclude them from the invoice being created, for example.

If the user applies an adjustment in one of the 4 boxes, it is important to know that the application of the adjustment will be calculated and displayed on a pro-rata basis for each matter.

When the Print advances option is checked in the financial billing model associated with the General Invoice matter, it is important to know that the amount displayed is the total value of the sums held in trust for fees of all the matters involved in the invoice.