Client Level Billing

Centerbase has introduced an enhanced billing feature known as Client Level Billing. This feature allows firms to automatically consolidate bills, set default e-billing templates, and more. Before using this feature, some setup in the system settings is required.

Setting Up Client Level Billing

Step 1: Navigate to the Billing section in the system settings.

Step 2: Scroll down to the Bill Generation section.

Step 3: Enable Client Based Billing. Choose whether to have bills for each client as individual PDFs zipped into one file for download or one combined PDF with all the bills. Set the system settings to automatically consolidate client bills.

Note: If the majority of clients require consolidated bills, it's recommended to enable automatic consolidation. If only a few clients need this, leave the option unchecked and set it at the client level.

Step 4: Opt out specific matters from consolidated billing if needed. For example, if a client has ten matters that need to be consolidated and three that do not, opt out the three matters. This will generate one consolidated bill for ten matters and three separate bills for the other three matters.

Step 5: Enable the Compact Consolidated Bill feature in the Advanced Billing section of the system configuration.

This feature generates a consolidated bill with client and billing information at the top, separates out each matter's WIP information with the matter name and number, and provides a grand total at the bottom.

Using Client Level Billing

Step 1: Navigate to the Client Billing page.

Here, all information is grouped by client, providing a top-level view of outstanding WIP, fees, expenses, and open accounts receivable.

Step 2: Check the settings at the matter and client level.

Step 3: In the Billing Settings, notice the added LEDES bill template. 

Select the appropriate template and adjust the bill generation settings as needed. 

Step 4: Opt the client in or out of consolidated billing as required.

Step 5: Review the billing settings for each matter.

If a matter hasn't selected the LEDES billing template, it will use the client's billing template. Each matter can be opted in or out of the consolidation.

Step 6: Return to the Client Billing page. From the drop-down menu, you can open the client contact or the matter details page, access the client or matter ledger, and add time and expense.

Step 7: Generate bills for the client.

Step 8: Review the generated bills.

Step 9: Post the bills as usual.

E-Billing with Client Level Billing

Step 1: Review the e-billing setup for each matter.

Step 2: Download the generated e-billing files.

Step 3: Open the downloaded files. 

Each file corresponds to a different e-billing template. This feature allows you to set and forget the e-billing type for each matter.