Billing
General
- Location Codes
- Matter Statements - Bulk Generation
- AR Threshold
- Contingency Matters
- Setting up new versions of Origination
- Default Origination Settings
Generating Bills
- Client Level Billing
- Attaching Receipts to Bills
- Setting Starting Bill Number
- Previous Posted Bill Error On Matter Without Previous Bills
- Fee/Expense Only Bill Generation
- Bill Generation Profiles
Reviewing and Editing Pre-Bills
- Pre-Bill Approval Not Loading.
- Entries cannot be edited on the Bill due to applied payments. To edit the Bill, first unapply all of its payments
- Pre-bill Preview
- This user is not licensed to use Pre-Bill Approval.
- Electronic Pre-Bill Approval
- Billing Entries Sorting
Sending Bills to Clients
Receiving Payments and Crediting Balances
- Assisting with Chargebacks & Returned E-Checks (Centerbase Payments)
- Chargeback Guide for Merchants (Centerbase Payments)
- Recurring Payments (Centerbase Payments)
- Payment Sub-Types
- Payment Allocations - Payment balance error
- Applying Overpayments