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Billing and Past Due - How Do I...

[ Bill Clients? ] [ Create Electronic Bills? ]

    Bill Clients?

    • Creating Pre-Bills for a Responsible Lawyer
    • Creating Bills for a Responsible Lawyer
    • Creating Bills for a Single Client with Multiple Matters
    • Creating Bills for Matters with an A/R Balance
    • Bill only Matters with New Charges and Exclude Bills with a Zero Balance
    • Change Unbilled Charges at Billing
    • Adjust Fees by Percent at Billing
    • Adjust Fees by Amount at Billing
    • Write Off Unbilled Charges at Billing
    • Adjust Fees by Contingency Amount at Billing
    • Creating Automatic Disbursements as a Percentage of Fees
    • Creating Automatic Disbursements for Every Bill
    • Creating Automatic Disbursements for Multiple Matters
    • Selecting Default Billing Templates
    • Undo Bill - Overview
    • Undo a Bill in a Closed Month
    • Undo a Bill using a Range of Dates

    Create Electronic Bills?

    • Enabling the Electronic Billing in the System Settings
    • Creating Electronic Billing Invoices
    • Creating Custom Task Codes for Electronic Billing
    • Creating Custom Explanation Codes for Electronic Billing
     

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