1. Select Accounts and Client from within the posting group
2. In Matter Lookup search for and select the matter you want to post into
3. Select the Client and the Matter
4. In Posting select 06 Office Bill which will open 

1. Enter a description 
2. Enter the Costs. Make sure to check the costs and VAT rate is correct
   1. If you are using the time recording entries to calculate your costs, you can leave the costs at 0.00 on this tab
   2. Disbursements will be input at a later stage, so these will both be at 0.00

Time Tab

Auto Select Time

1. To bill time up to a fixed monetary amount and then write off or leave outstanding the remaining time, you can enter the value in the Costs field on the Details tab and click 'Auto Select Time.'

1. When this is selected, Insight will only select time entries up to the value entered in the 'Costs' field

1. You can choose to do this by 'Whole Entries by Date' or 'Part Bill All' 
2. This will leave the remainder to be billed or written off
3. If you want to write off the remaining time on this bill, you can tick the Write Off Remaining box

Billing for a specific date range

1. To bill for a specific date range, enter the dates needed and click 'All'
   1. This will only select the entries in the range provided
2. The 'Costs' field will auto populate with the value of the time selected
   1. It is worth checking the time value shown at the bottom of the screen.

Billing all time entries

1. If you need to bill all entries on the matter, click 'All'
   1. Check totals at the bottom of the tab

2. The 'Costs' field will auto populate with the value of the time selected

   Make sure the date range is left blank.

Billing specific entries

1. If you only want to bill specific entries, tick the relevant entries to include them on the bill
2. Check totals at the bottom of the tab
3. The 'Costs' field will auto populate with the value of the time selected

Billing fixed fees 

• To bill for a set amount but not use the auto time function select the time entries using one of the above methods
• Overtype the Costs amount

• The time value will remain the same, but the amount of the costs to the client has changed

  This will not  write off the time or leave outstanding but will mark the time as fully billed

Manually amending the 'To Bill' amount

1. To amend the amount to be billed you can manually overtype the amount shown in the 'To Bill' column

Disbursements Tab

This tab shows any unbilled disbursements posted using the How to Post an Office Disbursement

1. To include a disbursement tick the 'Include' tick box
2. Using the dropdown select the bill VAT rate
3. The disbursements and Total at the bottom of the tab will update

1. To add an anticipated disbursement to the bill, right click and click 'Add'
2. Enter the details of this disbursement

Client Disbursement Tab

This allows you to include any client disbursements which would have been posted using the C4 client disbursement posting type

1. Including a client disbursement will not impact the total of the bill

Allocation Tab

This allows you to view and amend the fee earner allocation on this bill

1. Allocation Methods are:
   1. By Time - the default 
   2. All to Fee Earner Responsible
   3. Even Split
2. If there is no time, it will allocate it to the fee earner responsible

1. To manually amend these figures click on the amount and type changes
2. To add another Fee Earner right click and select 'Add'
3. Choose the relevant fee earner and enter the amount

Document Tab

If you have bill templates set up on the system, you can use this screen to select it

1. Tick the bill to be produced
2. Tick the client to send the bill to
3. The document will be automatically produced when you post the bill

Summary Tab

This tab will show you any warnings relating to info on the other pages

1. Resolve any warnings by going to the relevant Tab
2. When all the warnings have been resolved, post the bill by clicking 'Post'
3. If you had selected a template, the document for the bill will now be generated

1. The bill will now be shown on the office ledger

Related Articles 

Posting an Office Cancel Bill

Approving Posting & Bill Requests

Reversing a Paid Bill

All Matter Posting

Accounts - How to Post a Payment Bill 

Accounts - How to Post a Credit Note

Matter Posting Guide for Insight Legal