Note: These User Guides will be updated as more features are added and revised. Check in frequently for more information.
If a vendor cannot submit an invoice via BillingPoint, a user with the Filtered or Admin roles can manually upload it in Unity eBilling.
Submitting an invoice using this method will create an invoice with one line item.
1. Go to the quick-add menu (+) in the top navigation bar and select New Invoice.
2. Select the Vendor and Matter from the dropdown lists. Only matters assigned to the selected vendor are displayed.
3. Fill in the remaining optional/required fields (see below) and click Save.
- Invoice Date (required): Select the date the invoice is being created/submitted.
- Billing Start Date (required): Select the date for the beginning of the invoice billing period.
- Billing End Date (required): Select the last day of the invoice billing period.
- Invoice Number (required): Enter a unique number for identification purposes.
- Invoice Total (USD) (required): Enter the total amount being billed by the vendor in 00 or 00.00 format (no currency symbols or commas)
- Subject (optional): Enter a brief line about the scope of work or expenses.
- Description (optional): Enter a summary or brief description of the work being billed to provide additional context.
The invoice will be added to the Received tab under the Invoices list in Unity eBilling. From the invoice details page, you can attach files, update details, or take other actions, such as adjust the amounts, review/update default assigned reviewers, and add comments. For more information, click here.