Tag Archives: Invoice Headers

Override standard invoice headers with your own custom headers

Create custom invoice headers to meet all of your business needs, and store them for quick reuse …

Lesson #122
Setup – Invoice Headers function

Invoices in RB include a short descriptive title called the invoice header. Standard invoice headers are automatically generated based on the service items you select for each witness listed on an invoice. If the standard headers aren’t accurate enough to cover your billing requirements, you can create your own invoice headers.

You can enter your own headers on the fly as you generate invoices. Or if you think you will be reusing the same headers, set them up in the Invoice Headers function. Then you can quickly select the correct header for a witness from a drop-down when generating invoices, saving time and reducing errors.

Create & organize headers

Create as many invoice headers as you need to cover all of your business’s different billing circumstances. If you have multiple custom headers, organize them into Header Groups. Header Groups are categories of invoice headers, and are set up in Lists. By organizing your custom headers into header groups, you will save time locating one when billing.

Creating new headers is easy. They only require the header content and header group. The header group defaults to the system default (selected in Lists), so you might only need to enter the content.

If you are creating multiple headers in one sitting, use the Save & New option to stay in the new header window, eliminating extra clicks to get back into the window. It will also keep the same header group you used in the last invoice header saved rather than resetting to the default, so that could also save you time.

You can add, edit or delete invoice headers at any time. Headers are stored in the Invoice Header function, and the default lists all of your stored headers by Invoice Header Group. You can also view the list for a single group or multiple selected groups. Export the list as an Excel spreadsheet or CSV file to save, print, share, or use in other applications.

You can update the header content and/or header group for any custom invoice header. Or delete it if you don’t need it anymore.

Using custom invoice headers

After entering billing information to invoices in Turn In is when you would add custom invoice headers. You can apply the same custom header to multiple invoices at once. And use the Save and New feature to apply different invoice headers to different invoices without leaving the Set Invoice Headers panel in Turn In. Custom headers are listed in the drop-down by their invoice group, so you can quickly find the correct header by looking within its group only.

TL;DR: If RB’s default invoice headers are not enough, create and save your own custom headers to apply during Turn In.

RB concepts in this lesson

Header Group: Parent structure that contains related invoice headers as its children.

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Setup

Contains functions for customizing RB …

Lesson #110
Customize your RB setup

You can run your business using the setup defaults that RB includes. Or use this module to edit them, delete any you don’t need, and add your own options to tailor RB to your work processes. You can update any Setup function at any time. In this module, you can:

  • Customize lists by adding, editing, merging, and deleting list entries. Set the default entry that appears in any field tied to a list.
  • Set up users, store work-related and personal information about them, and give them user names and passwords to access RB. Group them according to their access levels and job functions, so they can perform their jobs and receive internal messages. 
  • Customize the default Chart of Accounts to match your general ledger or accounting software.
  • Set up service items and group related service items so you can locate them quickly in their subgroups when billing, instead of scrolling through a long, undifferentiated list of all miscellaneous service items.
  • Enter billing, pay, and rush rates for services, including e-billing information.
  • Set up billing rate groups for different categories of clients so you don’t have to scroll through all of your billing rate tables each time you invoice a client. Set up pay rate groups for resources too.
  • Group service items into billing sets to speed up billable services selection because you only have to choose the set, not each of the items individually.
  • Set the year’s pay dates and their corresponding cutoff dates for each pay period. 
  • Create your own invoice headers and messages for different circumstances.
  • Set up tracking items to match your production workflow, then define the steps each item goes through in your process.
  • Define preferences for how your RB-PDF transcripts will appear and what options they will include. Create multiple transcript preference profiles to cover different transcript requirements.
  • Create stamps like “Original” or ”Certified Copy” to apply to transcripts.
  • If exhibit file names and exhibit references in transcripts follow a pattern, for example they are numbered consecutively, save production time by setting up those patterns before producing hyperlinked transcripts.
  • Set up exhibit stamp templates that will automatically include RB job information and number PDF exhibits sequentially.
  • Set global preferences for difference features in RB.

Setup functions by name

TL;DR: Customize RB to match your business better.

RB concepts in this lesson

Job: Usually the reporting of a deposition, but can also be any kind of service you provide with your reporters or other resources. More >

RB-PDF Transcript: PDF version of a transcript with built-in transcript-specific features like hyperlinked exhibits, word lists/indexes, errata sheets, and enhanced headers/footers containing case and depo information.

Service items: Regular charges that you bill to your clients are called service items in RB.

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