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  • Product: DT Practice

Viewing and reprinting historical invoices

It is often helpful to view or reprint previous invoices for a client. DT Practice provides several locations where you can view historical invoices.

Prior Invoices portlet on the Client Dashboard

In this portlet, you can perform the following actions:
  • Preview invoices
  • Print invoices
  • Open invoices in the
    Detail Billing
     screen
    note
    If an invoice is posted or there is a credit applied to it, you can view the detail billing screens for the invoice, but depending on your firm’s security settings, you may not be able to modify it.
  • Edit the Date, Due Date, Notes, Office or Reference
    note
    • If you select multiple invoices you can change them with a single edit.
    • Depending on your firm’s security settings, you may not be able to edit an invoice that is posted or has a credit applied to it.
  • View the individual WIP transactions billed on an invoice
    note
    To show the individual WIP transactions, right-click and choose
    Show Options
    . In the Options panel, mark the
    Show Details
     checkbox. The application will display, at the bottom of the portlet, the details for the selected invoice.
  • Print the content of the portlet (right-click and choose
    Print Grid
     from the context menu)
note
The Client Dashboard can be accessed directly from Detail Billing by selecting the link at the bottom of any tab in Detail Billing.

Review tab of the Billing screen

On this tab, you can perform the following actions:
  • Find a specific invoice by using the
    Search
     field at the top of the tab
  • Filter the tab for a specified set of invoices, such as those within a specified date range or for a specific client
  • Filter the tab to show only invoices that are unapproved and/or unposted — mark the
    Unapproved only
     and/or
    Unposted only
     checkboxes in the upper right corner of the tab
    note
    This feature is available only if your firm uses the Approval/Posting process for billing.
  • Approve and post invoices
    note
    This feature is available only if your firm uses the Approval/Posting process for billing.
  • Unapprove and unpost invoices
    note
    This feature is available only if your firm uses the Approval/Posting process for billing.
  • Preview invoices
  • Print Invoices
  • Open invoices in Detail Billing
    note
    If an invoice is posted or there is a credit applied to it, you can view the detail billing screens for the invoice, but depending on your firm’s security settings, you may not be able to modify it.
  • Edit the Date, Due Date, Notes, Office or Reference
    note
    • If you select multiple invoices you can change them with a single edit.
    • You cannot edit an invoice that is posted or has a credit applied to it.
  • Delete Invoices
    note
    You cannot delete an invoice that is posted or has a credit applied to it.
  • View and print an Invoice Journal report for the invoices displayed on the screen (select the
    Journal
     button in the upper right corner of the screen)
  • Print the entire contents of the screen (right-click and choose
    Print Grid
     from the context menu)

Invoice Journal Report

This report can produce a list of invoices with the following features and options:
  • Filter the report on variables related to invoices and clients
  • Group the report on variables related to invoices and clients
  • Include the WIP detail for each invoice
  • Open the invoice in Detail Billing by selecting it in a report preview
    note
    If an invoice is posted or there is a credit applied to it, you can view the detail billing screens for the invoice, but depending on your firm’s security settings, you may not be able to modify it.