To filter the list of invoices included in the grid, select a filter from the drop-down list. Additional filter criteria fields become available to help you filter the list of invoices.

To specify that the fee date is to be used as the invoice date, rather than the system date (default), mark this checkbox.

If you have marked the checkbox to use the fee date as the invoice date for the selected billing invoices, you can mark this checkbox to specify that you want to print a separate invoice for each fee date.

The grid includes potential invoices for all clients. Click the plus sign to the left of an invoice to view the list of all fees listed in the order designated in the Print order field of the Setup > Billing Items screen.

To delete a fee, highlight the fee item row and click the Delete button. Note that you can delete only individual fees for an invoice; you cannot use the Delete button to delete an entire invoice row. If you delete all of the fees associated with an invoice, the application will automatically delete the invoice.

To include a fee in the printed invoice, mark the checkbox to the left of the item. To add new fees to the grid on the fly, click the Add Fee button and create a new fee in the Add Fee dialog.