Find the invoice(s)
- Billing > Export Invoices
- In the Search By pane, enter search criteria:
-
*Bill To Firm
Required. Click
to select the firm for whom you are exporting invoices in the Lookup Firm popup. See Looking up firms. -
Date Type
Invoice Date – Default. Date job was billed.
Post Date – Date invoices were posted.
-
*Date From/*Date To
Required. Works with Date Type. Default is yesterday. Change date range, if desired (see Date Navigator).
-
Case
Click
to look up and select a case (see Looking up cases). -
Business Units
Profit centers or parts of your business you track separately. Default is ALL. Click
to restrict search to invoices tied to specific BUs (see Lookup panel). BUs are set in Business Units.
-
- Click
. All invoices that fit the search criteria appear in the results pane.
Export & send invoice(s)
- Check box at top of results pane to select all invoices, or check each invoice’s box to limit selection.
- Click Export > LEDES 1998B. If a popup appears detailing any necessary LEDES information is missing on the invoice, click OK and edit the invoice. See Entering electronic billing information.
- RB9 saves the invoice to your device as a .txt file labeled LEDES1998B-[today’s date], which you can then validate and email to your client from your device.