This guide provides a straightforward process for setting up recurring billings in LawAccounting/CaseQube, making it essential for anyone looking to streamline their billing operations. By following the steps outlined, users can efficiently create and manage billing entries, ensuring timely and consistent revenue collection. The guide also clarifies key settings, allowing for customization based on frequency and duration, which enhances financial management. Overall, it simplifies a potentially complex task, saving time and reducing errors.
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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Start a New Billing
- Click New to open the Billing entry screen.
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2. Step 2: Create & Save Your Billing Entry
- Fill in Billing Lines
- Click Save as Recurring Record
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3. ### Step 3: Understanding the Recurring Settings Screen
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Type: Automatically populates as Billing.
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Template: Automatically populates.
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Frequency: Select how often the Billing should be created. Options include: None, Weekly, Bi-Weekly, Monthly, Bi-Monthly, or Yearly.
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Is Active: Automatically selected (checked) by default.
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Start Date: Choose the date the recurring billing should begin.
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End Date: Choose the date the recurring billinf should end.
Once finished, click Save.
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