RB User Guide > Production > Turn In > Generating invoices

Selecting invoice headers

After entering billing information, add custom invoice headers and messages, if desired.

RB9 automatically generates a standard invoice header for each witness based upon your input (e.g., “ORIGINAL AND 1 COPY OF THE TRANSCRIPT OF:”). If the default header is not appropriate or descriptive enough for a particular invoice or invoices, enter or select one of your custom invoice headers.

Continued from Generating invoices or Adding billing information to invoices.

1. In the Invoices pane of a Turn In – Job# window, click > Set Invoice Headers.
2. In the Set Invoice Headers panel’s *Invoice Header field, you must either:
   • Enter a custom header. This header will not be saved in your Invoice Headers list. To save a header, see Setting up invoice headers.
   • Click to select a header from your previously set headers.
3. In the *Apply To pane, check the boxes of invoices you want to receive the new header. You must select at least one invoice.
4. Click Save >
   • Save & New – To continue adding headers to invoices without leaving the Set Invoice Headers panel.
   • Save & Close – If you don’t have more headers to add.

NEXT: Select invoice message, then apply rates

Choose or create a custom invoice message, if desired. See Selecting invoice messages.

When invoices for all parties to a job are filled with services and customized, apply billing, rush, and pay rates individually or in batches. See Applying rates.

Reference

• Parties
• RB Connect

Step-by-step instructions

• Adding billing information to invoices
• Selecting invoice messages
• Setting up invoice headers
• Applying rates