Billing

General

• AR Threshold
• Contingency Matters
• Setting up new versions of Origination
• Default Origination Settings
• Billing Codes
• LEDES File Errors

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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

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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

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