Billing
General
- Contingency Matters
- Setting up new versions of Origination
- Default Origination Settings
- Billing Codes
- LEDES File Errors
- Subscription Fee Arrangements
Generating Bills
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
- 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