Client Billing

This guide is to assist firms in every day billing functions such as invoice creation, progress billing, credit memos, and much more. This guide is for firms who report Attest and Non-Attest WIP separately.

This guide is to assist firms in every day billing functions such as invoice creation, progress billing, credit memos, and much more. This guide is for firms who do not report Attest and Non-Attest WIP separately.

Follow along the PowerPoint to see how to successfully setup billing agreements which create progress on your client accounts.

How to add primary collection notes onto a client record.

Edit or Cancel client fees 1.) Editing a client fee: a. Go to clients > Fees > View b. You can customize the view to add additional filters as needed in order to search faster. c. Ensure that you have inline editing turned on. d. You can sort by any of the columns and then once you have found the proper fee you can select edit in front of the fee and make the necessary changes as long as the fee has not been billed. (Would be in a closed status with an invoice number in the billing transac...