This guide provides a step-by-step approach to setting up payment schedules in CaseQube, making it essential for users looking to streamline their billing processes. It simplifies the navigation through the platform, ensuring users can efficiently manage billing frequencies, amounts, and start dates. By following this guide, users can enhance their financial management and ensure timely payments, ultimately improving cash flow and client satisfaction.
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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Click on Billing Record you want to adjust
- Click billing you want to create a schedule payment plan
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Open Billing Setup
- Click the drop down arrows for more options
- Click Billing Setup
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2. ### Understanding the Billing Setup Screen
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Billing Frequency:
Defaults to Weekly. Select how often the recurring billing should be generated. Available options include: Weekly, Bi-Weekly, Monthly, Bi-Monthly, or Yearly. -
Start Date: Click the calendar icon to select the date the recurring billing will begin.
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Billing Amount: This field automatically populates with the total billing amount.
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Initial Amount: Enter the amount of the initial payment, if applicable.
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Scheduled Amount: Enter the amount to be charged on each scheduled billing date.
Save And View
- After completing all required fields, click Save to finalize the setup.
- Child Billings Screen with payment schedule will appear, click Save
- To view Billing Record click Child Billings Tab
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