Billing

General

• Centerbase Document Management 
• Location Codes
• Matter Statements - Bulk Generation
• AR Threshold
• Contingency Matters
• Setting up new versions of Origination

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Generating Bills

• 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
• Generate Bills Page

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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

• 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

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