Copying the content of a posted bill

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Overview

The Posted Bills window, accessed from the This Client/Assignment and Other Client/Assignment buttons on the Bill Paragraphs page, is where you can copy the text from previous bills.

The Posted Bills window

From the Posted Bills window you can browse to any bill previously raised on the system and copy the text directly into the current draft bill.

When raising a bill at the client level (that is, from the Bills tab on the Client page), the buttons display as This Client and Other Client. If you are raising a bill at the assignment level (that is, from the Bills tab on the Assignment page) these options will read This Assignment and Other Assignment.

NOTE

If you are using the Billing Wizard, these options are available as buttons on the Stage Three window where you define the bill paragraphs.

Copy Billing Paragraphs

You need to be in the Bill Paragraphs page before you can copy billing paragraphs.

To copy billing paragraphs from a previous bill:

  1. With the Bill Paragraphs page displayed, click one of following buttons:

In the Bills tab on the Client page, select from:

  • the This Client option to copy from a bill previously posted for the client you are currently billing.
    The Posted Bills window will open displaying all the previous invoices for the selected client.
    OR
  • the Other Client option to copy from a bill previously posted for a client other than the one you are currently billing.
    The Find Clients window will display.

In the Bills tab on the Assignment page, select from:

  • the This Assignment option to copy from a bill previously posted for the assignment you are currently billing.
    The Posted Bills window will open displaying all the previous invoices for the selected assignment.
    OR
  • the Other Assignment option to copy from a bill previously posted for an assignment other than the one you are currently billing.
    The Find Assignments window will display.

The Posted Bills window will open displaying all the previous invoices for the selected record.

  1. In the Posted Bills window, click the invoice in the left hand list that you want to copy content from.
    All the billing paragraphs contained in the selected invoice will be listed in the Print Line Text column.

  2. From the list of available paragraphs click the one you want to add to the current draft bill and drag it to the Bill Paragraphs page.
    ​To select more than one paragraph at a time press the [Ctrl] key while you make your selection.

  3. Release your mouse button somewhere in the main area of the page.
    The selected paragraph will be added as a new paragraph at the end of the current draft bill. Any paragraphs already added will be unaffected.

  4. If you want to copy one or more paragraphs to an existing print line in the draft bill, press the [Shift] key when you drag and drop the paragraph(s) onto the line you want to add them to (the relevant paragraph will have its border highlighted as the mouse moves over it).
    The paragraphs will be appended to the print line.

  5. To recreate the content of a previous bill in the current draft, simply delete any current paragraphs in the draft bill, then [Ctrl] + click to select all the paragraphs in the Print Line Text column and drag them to the Bill Paragraphs page.

  6. If you need to make any amendments to the copied text you can do so in the usual way by selecting the print line and editing it in the details area in the bottom half of the page. If you cannot see the edit area click the Show Detail option in the right–click menu.

  7. Enter the required information in the Amount and Tax fields.

NOTE

Only the text content of the paragraphs is added, not the values from the Amount or Tax fields. Once you have copied the paragraphs you will still need to enter the bill and tax amount.

You can reorder the billing paragraphs if required using the Move Up and Move Down buttons at the bottom of the Bill Paragraphs page.

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