When you prefill an order or invoice, MR9 automatically adds related parties and\/or service items \u2014 saving time and reducing the chance of incomplete invoices.<\/strong><\/p>\n Without prefill, you have to enter parties and services one at a time every time. With prefill, you check first for previously entered choices \u2014 such as parties to an order or a client\u2019s standing orders \u2014 and add some or all of them at once. Prefilling saves time and reduces the chance of overlooking something by automatically including related parties and\/or services.<\/p>\n If your clients have certain services they always want \u2014 for example FedEx delivery of color copies \u2014 you can enter these standing orders in their profile. Both firms and contacts can have standing orders \u2014 which can be different if contacts at a firm have their own service requirements in addition to or in place of the firm\u2019s requirements. You can add these standing orders when prefilling parties.<\/p>\n Parties and their requested services can be entered at any time:<\/p>\n When you prefill parties in Turn In who have standing orders or previously ordered services, MR9 creates invoices that automatically include those service items. You can save time entering other service items in batches using Prefill Services.<\/p>\n Use Prefill Orders & Services to include service requests from:<\/p>\n These readymade lists might include services that were not ordered for the part being billed. That\u2019s okay: After prefilling you can remove any services not ordered for this invoice.<\/p>\n TL;DR: Instead of entering parties and services one at a time every time, use Prefill to automatically add parties and\/or services to an order or invoice.<\/strong><\/p>\n Billing Sets:\u00a0<\/strong>Like a fast food combo meal, Billing Sets are preset groups of service items. Selecting billable services by set, instead of individually, speeds up the billing process.<\/p>\n Contact:<\/strong> Person who works for a firm you do business with \u2014 such as attorneys, paralegals, secretaries, legal assistants, claim adjusters, and court clerks.<\/p>\n Firm:<\/strong> Business you provide services to \u2014 usually law firms.<\/p>\n MR Connect:<\/strong> Online repository, orders, and access to your office for clients and other. More ><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"Standing orders<\/h2>\n
Prefill parties & services<\/h2>\n
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Prefill services<\/h2>\n
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MR9 concepts in this lesson<\/h4>\n