A billing is an official invoice issued to clients, detailing charges for legal services rendered. Also referred to as an Accounts Receivable, this document is essential for managing the firm’s financial operations. Billings can be created either from the Billings tab or directly within the Accounts section, ensuring accurate and transparent communication of financial obligations to clients. This process reflects the firm’s commitment to maintaining clear, professional, and precise financial int
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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Open the Billing Tab
- Click Billing Tab to open the screen.
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Create A New Invoice
- From the Billing list view, click New to create a new invoice.
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2. Step 2: Understanding The Billing Entry Screen
- Customer: Click the Lookup icon to search for and select the customer to be billed.
- Billing Date: Click the Calendar icon and select a date.
- Billing Terms Name: Select the name for the Billings Term
- Billing Cycle Start Date: Indicates the beginning of the billing period and appears on the invoice PDF.
- Billing Cycle End Date: Indicates the end of the billing period and appears on the invoice PDF.
- Billing Comments: Any notes entered here will display on the customer’s invoice PDF.
- Revenue GL Account: If left blank, the system applies the default Revenue GL Account from company settings.
- Date: Enter the date for each line item, especially important for time or expense detail on the invoice PDF.
- Hours: Enter in the appropriate hours
- Rate: Enter in the appropriate Rate
- Type: Use the drop down arrows and select, Time, Cost, Adjustments, Interest, or Fee
- Comments: Enter line-level comments for additional clarification on the invoice PDF.
- Add Row: If you need to add an additional row, click Add Row
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3. Step 3: Saving Billing Entry
- Verify all information is correct
- Click Save
- Option to Save as a Recurring Record (Recurring Record will be explained further)
- Option to Save as Draft
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