Edit billing entries 'Inline' in Batch Billing.
Cruise through your billing with 'Inline' editing.
This tool is available on a Matter level and while batch billing! For more tips, see batch billing. Click here for tips on running a batch of current charges and overdue charges.
1. From the 'Batch Billing' page, enter your desired filters and select 'Get Answer'.
2. Select the '+' sign to the left of the 'First Name/Company' column.
This will expand the tab and reveal all line items.
3. Simply click on the 'Edit Activities Inline' to utilize this convenient feature.
4. Edit any of the available fields.
5. Be sure to 'Save Changes' before exiting.
