Actions & Buttons on a billing entry let users manage invoices efficiently. You can edit or duplicate bills, apply discounts, credit memos, payments, or trust funds, and handle write-offs, voids, or deletions. PDFs can be created or printed, and billing setup options accessed. These tools ensure accurate billing while maintaining financial records and audit integrity.
1. Step 1:
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Log In
- Access LawAccounting/CaseQube using your secured credentials.
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Navigate to Revenue Managment
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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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Choose the Billings Tab
- Click on the Billing you want to open
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2. Step 2: Understanding the Billing Actions & Buttons
- AR Credit Memo Apply – Apply an existing accounts receivable credit memo to reduce the outstanding invoice balance.
- Pay With Trust – Allocate available trust funds to the invoice for payment.
- Create PDF – Generate a PDF version of the bill for saving or sharing electronically.
- Print Bill – Produce a printable copy of the invoice.
- Edit – Modify invoice details without changing individual billing lines.
- Edit w/ Lines – Edit the invoice including its individual billing line items.
- Delete – Permanently remove the invoice from the system (if permitted).
- Void – Cancel the invoice while maintaining a record for audit purposes.
- Write Off – Reduce or clear the invoice balance as uncollectible.
- Duplicate (Copy w/ Lines) – Create a copy of the invoice including all billing lines.
- Discount – Apply a discount at the invoice or billing line level.
- Billing Set Up – Configure billing preferences and settings for the matter or client.
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