You can manually create billing items in AppColl, as shown below. If you prefer, you can upload multiple billing items using a spreadsheet as explained here. Finally, you also can create Billing Items using AppColl's timer feature as explained here.

1. Hover over the Billing module and select Billing Items.
2. Click the Add button.

3. On the New Billing Item page, begin by selecting the Client. This will auto-populate the Matter and Task drop-down lists. 
4. (Optional) Select a Matter and/or Task for this item. There is also a Do not invoice this item checkbox if you wish not to invoice the item. 
5. Select the date the fee or expense was incurred in the When field.
6. Update the Who field if needed before selecting the Type of billable item. For example:
   • Fee - normal services billed at an hourly rate.
   • Fee Adjustment - adjustment to a previously billed fee.
   • Flat fee - services billed at a flat rate.
   • Expense - A fixed expense incurred, such as a filing or drafting fee.
   • Expense Adjustment - adjustment to a previously billed expense.
   • Fee and Expense Cap Adjustments should not be used as they are created automatically by AppColl as a result of a fee or expense cap.
   • Information about Payments is described here.
7. If you submit invoices for this client in a LEDES format, click the Use UTBMS Codes check box to enter Uniform Task-Based Management System (UTBMS codes). 
8. Task Code and Activity Code may automatically populate. Populate or update if needed.
9. (Optional) Check the Taxable item checkbox if required. If an invoice includes taxable items, you will be able to specify a tax rate.
10. Enter the hours and costs associated with this billing item. in the Amount. If an hourly rate is specified in the Contact page for the person doing the work, it will be shown here. You can override this rate on this page if you wish
11. (Optional) Enter a description of the charges in the Description text box, which will be shown on the invoice. 
    • If you wish to use a previously entered description for a billing item, select it from the Previous Descriptions by clicking in the text box and typing the beginning of the description.
    • If you do not want to use a previously entered description, simply enter a new description.
    • If you wish the description to be reused in other billing items, make sure that the “Don't include this description in the preferred previous descriptions list” checkbox is unchecked.
12. (Optional) Enter any Notes.
13. Enter a Budget Cost if you wish to use this for tracking spending or costs. 
14. Click the Save button.