Billing

General

• Split Billing
• Editing Billing Code
• How to Manage Advance Payment?
• How to Add a New Billing Code
• Electronic Billing LEDES & LSS
• Changing Payment Behavior for Stripe or Lawpay

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Generating Bills

• Bill Generation Profiles
• Generate Bills Page
• Generating Bills from the Matter

Reviewing and Editing Pre-Bills

• Editing Pre-Bills
• Creating a Flat Rate Bill

Sending Bills to Clients

• Emailing PDF Copy of an Invoice
• Mass Printing Bills
• Single Bill Printing
• Emailing Bills - Live Web Copy
• Emailing PDF through Centerbase
• Email Bill through Personal Mail Client

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Receiving Payments and Crediting Balances

• Payment Allocation Date Reverting to Original Payment Date when Applying Unallocated/Prepaid Amounts
• Enable 3rd Party Payment Processor (Stripe, LawPay)
• Credits and Write-offs
• Payments on Printed Bills
• New Payment Dialogue
• Receiving Payments and Crediting Balances