Matters with the Monthly/Retainer Fee billing method are billed a fixed amount every month. When a matter is due a new bill, it appears in the Monthly/Retainer Fee tab of the Billing module, where you can generate the bills of one, several or all matters at once.
Select the matters
The list shows the Monthly/Retainer Fee matters that aren’t closed and are ready to be billed, with their Client and Amount Due.
- Go to Billing > Monthly/Retainer Fee.
- Select the matters to bill, or select the checkbox in the header to select all of them.
- Click Generate.
- To bill only some matters, click the filter (funnel) icon first and filter the list by Matter, Responsible Attorney, Client Name or Practice Area. Click Clear to remove the filters.
Generate the bills
The Generate Bills panel opens. Its settings apply to all the bills you generate.
- Check the Issue Date (today by default).
- Check the Due Date.
- Or select Use contact’s date period to calculate the due date to use the payment period of each client.
- In Notify User, select the firm users to notify about the new bills. The list shows each user’s name and email address.
- Choose the Details Level: All Details or Summary.
- Under Tax Options, select Apply tax and/or Apply secondary tax.
- Under Payment Options, keep Skip Approval Process selected to approve the bills right away (clear it to create them as drafts, which can’t be paid). Turn on Use Operating Account Balance To Pay This Invoice and/or Use Trust Account Balance To Pay This Invoice to pay the bills with the client’s balances.
- Select the Destination account. Unlike a quick bill, this panel has no Operating Payment Method field.
- Click Generate.
The new bills appear in the Billing tab.