Invoice Screens

Lookup Tab

This is a sample view of the Invoice screen. Each column can be sorted in alphabetical or reverse alphabetical order by clicking on the column headings. There is a search field, which comes in handy when trying to dig through 5,000 invoices by name, number, case, and so on.

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The Rebill button is in all Invoice screens. Click this button, select the date range, and all unpaid invoices in that date range will be printed! (They can be previewed before being printed, of course.) You can also print up labels or envelopes for those invoices - automatically, with or without having ReporterWorks print letterhead on your envelopes.

Edit Tab

Sample invoice

This screen contains your invoicing information. It automatically fills in some information from the Depo screen, but you may overtype that information if you choose. Of special note: The Bill To and Depo tabs bring up the Attorney and Depo screens, respectively. Once again, all databases are relational. While in those screens, you can add and edit your entries.

You can print up one invoice at a time or all your invoices for the day to send out at once. You can print up as many invoice copies as you like.

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Handy VCR-like buttons allow you to navigate from invoice to invoice.

Please note: Even though you have your commissions and billing rates preset, you can change them at the invoice line level. This is one of the many very flexible features of ReporterWorks that we are proud of.

In this screen, you can add a personalized line that prints separate from your standard invoice comments. This screen also shows any payments that have been entered against the invoice. The Paid in Full box is checked automatically by the program.

Terms Tab

Discounts and interest, if any, are set in program defaults. You can override those for individual attorneys in the Attorney screen. And finally, you can reset your terms per invoice in this tab.

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Misc Tab

Using this tab, you can keep notes on an invoice, track when you were paid and when you paid your reporter, and change the automated language for the invoice.

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