Billing information can be exported for use with external billing applications.
Navigate to the Billing Tab
Click Billings Tab
Choose the Desired Billings to Export
Check the box to the left of desired billings to export
Click Export button
Option 1: Open the billing information as desired.
~OR~
Option 2: Save the billing information as desired.
Option 1a: If Choose Open...
If you choose to open the file - the Microsoft Office Excel loaded on your machine (or your default spreadsheet viewer/editor) will load the document.
Option 1b: If You See the Following...
Choose Yes
Option 1c: Viewing Exported Billing Information
The billings you chose to export are opened in an excel spread sheet with data needed to export into an external billing system.
- Record ID (Unique to Salesforce platform)
- Name (Billing Number)
- Description
- Timekeeper
- Contact (to which billing is related)
- Matter
- Billing Type (expense or time)
- Rate Amount
- Quantity
- Bill Date
- Total Amount of billing (based on 'Rate Amount X Quantity)
- Status (Unbilled, Billed, Pending)
Option 1d: Don't Forget to Save Excel Spreadsheet
Before closing you will be asked if you want to save the spreadsheet.
Option 2: If Choose Save...
- Choose where to save
- Name the spreadsheet
- Choose file type to save as (if desired)
- Click SAVE