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A billing campaign creates the proformas of all the selected matters at once, for a period. The proformas of a campaign share the same lot number, so you can find them together.
- Open Billing Campaign: the list shows the billable matters in progress. Filter it, for example by partner.
- If needed, choose Alert PreInvoicing to warn the partners before invoicing.
- Choose Create Billing Campaign, then the period.
- Choose the options: pre-invoicing as PDF, proforma creation, run in the background or scheduled.
- Once the proformas are created, notify the partners, the billing managers and the memo writers.
- Review and post each proforma. See Invoice a matter.
A background campaign flags matters in error with a notification. Depending on the setup, the campaign can prevent entering time earlier than the end of the invoiced period.