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  1. Centerbase
  2. Billing

Billing

General

  • Contingency Matters
  • Setting up new versions of Origination
  • Default Origination Settings
  • Billing Codes
  • LEDES File Errors
  • Subscription Fee Arrangements
See all 27 articles

Generating Bills

  • Setting Starting Bill Number
  • Previous Posted Bill Error On Matter Without Previous Bills
  • Fee/Expense Only Bill Generation
  • Bill Generation Profiles
  • Generate Bills Page
  • History Bill vs Statement

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
See all 8 articles

Sending Bills to Clients

  • Emailing PDF Copy of an Invoice
  • Mass Printing Bills
  • Single Bill Printing
  • Emailing Bills - Live Web Copy
  • LEDES Billing

Receiving Payments and Crediting Balances

  • Applying Overpayments
  • Cannot Update - Sales Tax Liability Account settings has not been set
  • Payment Reversals
  • Payment Allocation Date Reverting to Original Payment Date when Applying Unallocated/Prepaid Amounts
  • Enable 3rd Party Payment Processor (Stripe, LawPay)
  • Credits and Write-offs
See all 9 articles

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