Posting & sending invoices are easier, more logical processes 

Instead of hiding the important functions of posting and sending invoices in the all-purpose Billing function as in MR8, MR9 breaks them out as their own functions: Post Invoices and Send Invoices. Plus MR9 combined the MR8 function of Reprint Posted Invoice into Send Invoices. So sending invoices only happens in one function now. 

MR9 also gives you the option of posting and sending invoices directly from Turn-in as you calculate them. If you post an invoice in Turn-in, MR9 automatically asks if you would like to send and archive the invoice. If you select Yes, then the Send Invoice function automatically opens. 

Smoother COD process

• In addition to MR8 search filters — such as by invoice number or invoice date — in MR9 you can also search for COD invoices by order/part number.
• You can view a COD invoice from its detail screen in COD Invoices function with the click of a button, then export or print it from there.
• Invoice numbers on COD invoices include 3 asteriks (***) after the number to make it easier to differentiate them from posted invoices.
• To reduce errors when purging old COD invoices, MR9 does not allow bulk removal of COD invoices. Instead, users must purge invoices one by one so they have the option to review and ensure they are eliminating the correct invoice(s).

New function for sending out billing related forms

Not only has the process for creating forms in MR9 been redesigned, but forms related to billing functions have been separated from Orders > Send Forms to have their own features and function for preparing and sending them to clients. In the new Send Billing Forms function you can download or print out forms related to invoices individually or in packages to send with invoices or records to the firms that ordered services.

Less time spent in e-billing

If you have clients that require electronic billing in LEDES format, we’ve added a couple of tweeks to make it easier.

• No more right-clicks to select or export invoices.
• If any LEDES-required information is missing on an invoice, MR9 alerts you as soon as you try to export the invoice. It does not create an invoice until you have all information needed.