Billing holds: How to hold all fees and soft or hard costs from invoicing for a new Matter.
1. Click '+ Add New' and select 'Matter'.
2. After entering all Matter information, select 'Billing Information' to expand this section.
In the middle column, you'll find the 'Billing Holds' options.
3. Toggle one, or more, of the three options.
Hold all fees from invoicing - Toggling this feature will enable you to hold all fees from being invoiced. When viewing your pending billable activity, these items will appear. However, when processing your invoice, these items will be withheld from the invoice and remain in pending billable activity until the hold is disabled.
Hold all soft costs from invoicing - Toggling this feature will enable you to hold all soft costs (expenses) from being invoiced. This does not impact all costs, only those identified as soft costs when adding the expense. When viewing your pending billable activity, these items will appear. However, when processing your invoice, these items will be withheld from the invoice and remain in pending billable activity until the hold is disabled.
Hold all hard costs from invoicing - Toggling this feature will enable you to hold all hard costs (expenses) from being invoiced. This does not impact all costs, only those identified as hard costs when adding the expense. When viewing your pending billable activity, these items will appear. However, when processing your invoice, these items will be withheld from the invoice and remain in pending billable activity until the hold is disabled.
4. Finish entering all Matter data, scroll to the bottom of the screen, and select 'Save Matter'.
5. When entering expenses in your Matter, be sure to indicate whether the expense is "hard" or "soft". Toggle your selection and select 'Save and Close', or 'Save and Add Another Entry'.
These expenses and/or fees will be included on the Matter Dashboard as part of the Pending Invoicing total. However, they will NOT be invoiced until the 'hold' has been removed from the Matter. To remove the hold, edit the Matter and un-toggle the hold. Save your changes before exiting the screen.