Billing Workflow

In This Article…

From creating a matter to receiving payment for an invoice, understanding the billing workflow ensures a smooth, efficient billing process.

Step	Action	How? And what is important to know?
1	Add your matter	For billing, special focus should be on the: Billing method Rate level Localized billing rate, if needed eBilling setup, if needed Fees must be entered for fixed fee and contingency matters. For additional information, see: Billing Methods Set Up a Matter-Specific Billing Rate Manage Matters
2	Enter time	Begin to create timecard entries to start accumulating unbilled balances for your client. For fixed fee and contingency matters, you can still enter timecards for internal time-tracking purposes. Internal time entries are marked as Non-billable and will not display on the invoice. See Add and Manage Time Entries and Tracking Time with the Timesheet and Timers for steps to learn how to track and enter time.
3	Enter expenses	Tracking expenses is essential for reimbursement. Understand, differentiate between, and manage the two types of expenses: Soft Costs and Hard Costs.
4	Pre-Bill Review	Though all invoices can be edited once generated, many firms prefer to review a “pre-bill,” or summary of items to be billed. Learn how to generate the pre-bill matter billing report.
5	Generate Invoices	Once you have entered your time and expenses for the month/billing period, you can generate invoices individually and in bulk.
6	Send Invoices	Print or email invoices to your client for payment.
7	Apply Payments to Invoices	You have several options for applying payments to invoices: Check/Cash from client Integrated Payments – in-house and online Payment from Trust Retainer Payment from Operating Retainer
8	Collections	The Overdue Invoice Reminder feature provides a quick and efficient way to notify your clients of overdue invoices.

Updated on December 16, 2021

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