This guide provides a comprehensive walkthrough for merging bills within the LawAccounting/CaseQube system, making it essential for users looking to streamline their billing processes. By following the detailed steps, users can efficiently consolidate multiple bills, ensuring accuracy and saving time. The guide also covers important fields and options to customize the merged bill, enhancing clarity and organization in financial management. Overall, it is a valuable resource for improving billing efficiency and accuracy.
1. ### Step 1:
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Log In
- Access LawAccounting/CaseQube using your secured credentials.
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Navigate to Revenue Management
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Click the App Launcher (nine-dot icon).
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Type Revenue Management in the search bar.
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Select Billing Tab.
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Select Eligible for Merge
- Click arrow next to Recently Viewed and select Eligible for Merge
- Click bills you want to merge
- Click Merge Bill
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2. # Understanding the Merge Bill Screen
Fill in the following fields;
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Customer: Select the customer you are merging the bill for.
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Billing Date: Use the calendar icon to select the billing date.
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Billing Contact: Enter the name of the contact person for this bill.
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Billing Comment: Brief note added to an invoice or billing record to explain charges, adjustments, payment status, or other billing-related details.
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All bills being merged will be visible at bottom of screen
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3. Step 2: Merge Bills and View New Bill
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Verify the merged bill screen is filled out correctly
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Click Merge
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Confirm the screen refreshes with the newly merged bill
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