RB User Guide > Production > Turn In > Generating invoices

Adding multiple services at once

Save time adding services by using a billing set to add a group of services at once.

Continued from Adding & updating services.

1. In the Invoices pane of an Edit Turn In - Job# window, click next to a hyperlinked Witness and select Prefill Services.
2. In the Prefill Services panel, check boxes of services you want to include:

   • From Billing Set

     The list displays the services in the default billing set. Select a different billing set in the drop-down if desired. (Billing Sets and their default are set in Setup > Billing Sets.)

   • From Firm’s Preferred Services

     If the ordering firm has standing orders in their profile, they appear in this pane. (See Adding standing requests.)

   • From Contact’s Preferred Services

     If the ordering contact has standing orders in their profile, they appear in this pane. (See Adding standing requests.)

   • From Case’s Preferred Services

     If the party to the case requested services for all jobs on a case. (See Selecting preferred or requested services.)

   • From Job’s Preferred Services

     If the party to the job requested services when scheduling the job. (See Selecting preferred or requested services.)

3. All services in the From Billing Set pane are checked by default. Uncheck the Service Subgroup box in the header to deselect all services. Check/uncheck boxes in any of the panes to include the services ordered.
4. Enter/update the number of Units for each selected service, if needed.
5. Click Save. RB9 adds the service(s) with default rates (set in Service Item Master) to the witness selected.

Reference

• Parties
• Billing Sets
• Service Item Master

Step-by-step instructions

• Adding & updating services
• Adding & updating individual service items
• Selecting preferred or requested services