This guide provides a straightforward process for efficiently sending multiple billings at once, saving time and reducing manual errors. By following the steps outlined, users can easily navigate the Revenue Management App to select and send invoices in bulk, ensuring a streamlined billing experience. It is an essential resource for anyone looking to enhance their billing efficiency and maintain organized financial communications.
1. ### Step 1:
- Log In
- Access LawAccounting/CaseQube using your secured credentials.
- Navigate to Revenue Management App
- Using the App launcher (nine-dot icon), open the Revenue Management App
- Open the Billing List view
- Click the Billing tab to display the list of invoices.
- Select the invoices you want to send by checking the corresponding boxes next to each billing record.
- Initiate Sending the Bill
- Click the Send Billing button to begin the email process.
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2. Step 2: Bulk Send Billings
- Select the multiple billings you would like to send.
- Click Send Billings.
- Confirm the billings you want to send in bulk.
- Click Configure.
- Select Choose Format.
- Choose Billing Format
- The From Address will populate automatically.
- In the To Address field, enter the recipient’s email address.
- Review the email subject line and body content.
- Click Send.
The screen will refresh, and the status will update to Sent.
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