Ideal Online Documentation

14175 T/B PROCESSING
TB2-10 Assign Next Invoice Number

 

PURPOSE

 

The manual billing assign next invoice number program is used to assign automatically the next available sequential invoice number to be used on manually prepared invoices.

 

Using this program enables IdeaLaw to control the issuance of invoice numbers for manual bills. The monthly billing report, which lists details of issued invoices in invoice number order, can then be utilized to determine if invoice numbers were issued but copies of the manual bills were not given to the accounting department for posting. You can thus avoid occurrences of manual bills being sent to clients without being posted in the accounting software.

 

You have the option of not using this program if you wish to use another method to assign invoice numbers.

 

Assign Next Invoice No. is accessed from:

  • Bill Processing menu.

 

PROCEDURE

 

Select Assign Next Invoice No. from the Bill Processing menu. The next invoice number screen displays.

 

Example Select Next Invoice Number display:

┌────────────────────────────────────────────────────────────────────────────────┐
│01/09/07                       IdeaLaw Ltd.                                 RINI│
│                        SELECT NEXT INVOICE NUMBER                              â”‚
│                                                                                â”‚
│                                                                                â”‚
│          TIMEKEEPER          WE   WYATT EARP                                   â”‚
│          CLIENT              000001    ABC COMPANY LIMITED                     â”‚
│          MATTER              0000      GENERAL MATTERS                         â”‚
│                                                                                â”‚
│          INVOICE #           000024                                            â”‚
│                                                                                â”‚
│                                                                                â”‚
│** OK TO UPDATE? (ENTER TO UPDATE; F4 TO BYPASS):                               â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
** OK TO UPDATE? (ENTER TO UPDATE; F4 TO BYPASS):

 

[Enter] to accept data as entered.

 

This creates an invoice with the assigned number.

 

 

[F4] to cancel and return to TIMEKEEPER field.

 


FIELDS

 

TIMEKEEPER

 

Enter the lawyer (timekeeper) code.

 

This is the person who is requesting the invoice number. Since it is usually more informative to determine which staff member utilized the invoice number, staff members should be added as timekeepers in the lawyer/timekeeper maintenance program so that they can enter their code in this program. Optionally you can choose to enter the assigned lawyer's code in this field if that information is sufficient to enable you to determine who requested the invoice number.

 

 

[F4] to exit to menu.

 

[F5] to display list of lawyer/timekeepers for selection.

 

CLIENT

 

Enter the client code.

 

[F2] to scan invoices that have not yet been updated.

 

Press [F2] and then [CR] to view each invoice sequentially.

 

 

[F3] to return to the previous field.

 

[F4] to exit to menu.

 

[F5] to display list of clients for selection.

 

MATTER

 

Enter the matter code.

 

[F3] to return to the prvious field.

 

[F4] to exit to menu.

 

[F5] to display list of client/matters for selection.

 

INVOICE #

 

Displays the next available sequential invoice number.