Edit Billing Block

Displays a list of existing billing entries for a case, the fields needed to create a billing entry, and the fields needed to record a billing payment.

Effectively combines the functions of the "Billing" list view, the " Billing" block, and the "Billing Payment" block.

Related: Do you want to be able to edit billing entries after they have been saved? You'll want to use the Billing list view instead of the Billing block. Create a dynamic process containing the Edit BIlling block and set "Matter Billing Dynamic Process" on the Admin > Process Settings page to it. This will give you clickable, editable entries on the Billing list view.

Configuration Options

• Show Billing Entry?
• Ask for billing activity venue - display the Venue field if the Create Activity "Show" button is clicked.
• Ask for billing activity jurisdiction - display the Jurisdiction field if the Create Activity "Show" button is clicked.
• Ask for billing office
• Default Billing Office - dropdown list
• Ask for billing user
• Default billing user - dropdown list of users; includes "No Default" and "Current User" options
• Roles Allowed to Edit - only affects the Amount field when creating a billing entry. If a user's role is not selected, they can't change the Amount (which is taken from the Billing Type selected)
• Show Payment Entry
• Ask for payment office
• Default Payment Office - dropdown list
• Ask for payment user
• Default Payment User - dropdown list of users; includes "No Default" and "Current User" options