Frequently Asked Questions - LexisNexis

How do I show a discount on a client's bill?
There are two methods you can use to show a discount on a bill:
When creating a bill, make sure that Prompt for Changes to Billed Amounts is selected on the Options tab.
When PCLaw displays the total charges for the bill, reduce the total fees. When you click OK to produce the bill,
PCLaw prompts you for an explanation of the fee change. Type the appropriate explanation for the reduction in
fees and it will appear on the bill.
OR
Use the Fee Sheet function from the Data Entry - Fee Sheet menu to enter a flat fee with a negative amount
and an appropriate explanation such as "Courtesy Discount". When you bill the client, the total amount owing is
reduced by the negative fee entry.
How do I get my unused general retainer balance to show on the client's invoice?
Using the Template Editor from the Tools menu, add the token Balance General Retainer (represented as Bal Rtnrs
on the template) to the bill. Use a text box to the left of the token to add your own descriptive text.
How can I edit the appearance of bills after they are created?
Using the Edit Invoice Disk Image Function
You can edit pre-bills, bills and recreated bills by using the Editor output option in conjunction with the Edit Invoice
Disk Image function.
To use this feature:
• word processing software must be installed on your workstation
• the word processor must have the ability to read RTF (rich text format) files
Two steps must be followed to edit invoice images:
1. Create a pre-bill or bill, or recreate a bill, selecting the Editor output option.
2. Use the Edit Invoice Disk Image function from the Billing menu to load the bill as a document in your
word processor.
Using the Editor Output Option
On the Main tab of the Create Pre-Bill, Create Bill or Recreate Bill function, select the Editor option in the
Output area.
This option saves the invoice as a file in rich text format.
To edit invoice images, you must first use the Editor output option:
Filenames
The filename assigned to a pre-bill is SAMPLE.RTF; however, you can save the bill with a different
name by filling in the Disk File box. For example, if you type PREBILL in the Disk File box, the
pre-bill is saved in the file PREBILL.RTF. Do not type .RTF in the box. It is automatically appended to the filename.
Bills and recreated bills use a filename consisting of the invoice number with the .RTF file extension. For example, if
you create or recreate invoice number 8331, the bill is saved in the file 8331.RTF.