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.
Related: For clickable Invoice Numbers in the list view, set "Matter Billing Dynamic Process" on the Admin > Process Settings page.
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