R203010: Adding the previous balance to the Client Cover Pages

Client Cover Pages

These instructions apply to RTG Bills Online, the online version of RTG Bills.

Client Cover Pages summarize and total the bills for each client. A Supervisor can edit the cover page format:

Supervisor Menu > Sections > Edit Client Cover Page Format

On the Edit the Client Cover Page Format page, click the Edit Sections button. On the Edit Sections for Client Cover Pages page, click the Amounts tab. We will assume that you are using the choice, Show amounts due. With this choice, the Client Totals section of the cover page will show the current charges and the total amount due.

However, the Client Totals section will not include the total previous balance for all of the matters. The purpose of these instructions is to add the total previous balance to the Client Totals section of the cover page.

Click Cancel to return to the Edit the Client Cover Page Format page.

 

Instructions

On the Edit the Client Cover Page Format page, click the Advanced button. On the Customize Sections for Client Cover Page page, click the row for the Grand totals section.

You should now see the Customize a Bill Section page, where Section is 25 and Description is Grand totals.

Find the row, code 212, "Client Totals" and click Insert on that row, which creates a duplicate of the row. On the new, second row, click Edit.

On the Edit a Bill Instruction page, click the dropdown list next to Label and choose "Previous balance". The Code should now be 213. Change the Indent to 1.5 and change Lines to 0. Click Save.

Back at the Customize a Bill Section page, you should now see the new row, code 213, "Previous balance". Click Insert on that row to create a duplicate of the row, then click Edit on the new row.

On the Edit a Bill Instruction page, click the dropdown list next the Code and change it to "Print data item". On the Data item row, click the dropdown list and change it to "Grand Total Previous Balance". Change Indent to 5, change Alignment to Dollar, and change Lines to 1. Click Save.

Back at the Customize a Bill Section page, you have now added two lines: code 213, "Previous balance", and code 1255, Grand Total Previous Balance. Click Done.

At the Customize Sections for Client Cover Page page, note that the Grand totals row now says Yes in the Customized? column. Click Done.

At the Edit the Client Cover Page Format page, click the View Sample button. A new window will open to show the sample bill. You should see the new Previous balance line. Click Done to return to the Supervisor Menu.

You have now changed the Client Cover Page format to show the total previous balance for all of the matters on the cover page.

 
 
 

 
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