Page 122 - 3E User Manual- updated 3-2018

Paperless Proforma Process

• Enter a Matter Number or select the magnifying glass icon to search:

• If using the magnifying glass icon, a Query Dialog box appears.
• Note: when entering a word or letter in this box, the items being circled in red.
• Select Search once the criteria has been entered.
• Double click the to select:

• Select OK:

View the Proforma in Invoice Format

• If changes have been made, Recalc before moving forward.
• Select Bill Preview:

Paperless Proforma Process 3/27/2018