Billing
General
- Hard Costs vs. Soft Costs - What's the Difference?
- AR Sweep
- Secure Chat/Automated Time Capture
- Billable Events Dashboard
- Memorize Vendor Bills
- How To Create a New Billing Code Category
Generating Bills
Reviewing and Editing Pre-Bills
Sending Bills to Clients
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