Billing Set Up Screen

Updated March 26, 2026

This guide provides a step-by-step process for setting up billing configurations in a revenue management system, ensuring users can efficiently manage billing details. By following these instructions, users can customize their billing fields, enhancing their workflow and accuracy in financial operations. It's an essential resource for anyone looking to streamline their billing setup and improve overall revenue management efficiency.


1. ### Step 1: Initiate Billing Set Up Screen

  1. Log In
    • Access LawAccounting/CaseQube using your secured credentials.
  2. Navigate to Revenue Management App
    • Using the App launcher (nine-dot icon), open the Revenue Management App
  3. Open the Billing List view
    • Click the Gear Icon in the upper right hand corner
  4. Initiate the Set Up Screen
    • Click the Set Up button to begin the process

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2. ## Step 2: Navigate to Billing Entry Screen Field Sets

  • Click Object Manager

  • Type Billing in the Quick Find Search Bar

  • Select Billing from the results

  • Click Field Sets

  • Search for and click Billing Entry Screen Field Sets

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3. ## Step 3: Understanding the Billing Entry Screen Set Up Screen

List of all available fields

  • Displays all available fields that can be added to the billing entry screen.

  • Allows administrators to choose which field sets are included in the layout.

In the Field Set

  • Displays the list of fields currently shown on the billing entry screen Header

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4. Step 4: Adding and Removing A Field On the Billing Header Level

Add a Field

  • Drag a field set from the Field (header)
    (for example, Billing City)

  • Drop it into In the Field Set to add it to the billing entry screen.

Remove a Field

  • Drag a field set from In the Field Set

  • Drop it back into the Field Headers to remove it from the entry screen.

Key Notes

  • Changes take effect immediately after saving.

  • The order of field sets can be adjusted by dragging within In the Field Set.

  • Only users with appropriate admin permissions can make these changes.

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5. Step 5: Navigate to Billing Line Field Sets (reference step 2)

  • Type Billing Line in the Quick Find Search Bar in Object Manager

  • Select Billing Line from the results

  • Click Field Sets

  • Search for and click Billing Entry Screen Field Sets

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6. Step 6: Adding or Remove Fields from Billing Line (reference step 3)

Add a Field

  • Drag a field set from the options list
    (for example, amount)

  • Drop it into In the Field Set to add it to the billing entry screen.

Remove a Field

  • Drag a field set from In the Field Set

  • Drop it back into the options list to remove it from the entry screen.

Key Notes

  • Changes take effect immediately after saving.

  • The order of field sets can be adjusted by dragging within In the Field Set.

  • Only users with appropriate admin permissions can make these changes.

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