Billing

General

• How To Create a New Billing Code Category
• Saving Microsoft Word Documents with CB Save
• Negative Billing Entries
• Adding a Bill To Address to a Client or Matter
• Split Billing
• Editing Billing Code

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Generating Bills

• Bill Generation Profiles
• Generate Bills Page
• History Bill vs Statement

Reviewing and Editing Pre-Bills

• Billing Entries Sorting
• 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 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
• Payments on Printed Bills
• New Payment Dialogue

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