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Transactions not on bill

Q: I entered a payment (or adjustment), but it doesn't appear on the bill. Why not?

A: First, check that the matter number on the payment or adjustment transaction is the same as the matter number on the bill!

If the matter number is correct, most likely the date of the transaction is after the cutoff date of the bill.

The cutoff date determines which transactions appear on a bill. When a matter is billed, only transactions through the cutoff date are billed. Fees and expenses can have one cutoff date, and payments and adjustments can have a different one, but often one date is used for both.

You might want the cutoff date for fees and expenses to be the end of the previous month, but the cutoff date for payments and adjustments to be the date the bills are printed. This ensures that all payments and adjustments which have been entered into RTG Bills are included on the bill, even if they arrived after month-end.  The Mixed button will put in the proper dates.

So if you want the bills to include all payments and adjustments right up to the day you print the bills, use the current date as the cutoff date for payments and adjustments. 

This situation frequently occurs with adjustments. Perhaps you entered an adjustment to give the client a credit on the bill. If you entered the adjustment after month-end, its date is probably after month-end, because RTG Bills automatically fills in the current date when you enter the adjustment. The adjustment won't appear on the bill if the cutoff dates are set to the end of the month.

There are two simple solutions: either change the payments and adjustments cutoff date so it includes the date of the adjustment, or change the date on the adjustment transaction to the last day of the previous month.