Billing Manager

The Billing Manager coordinates case time and expense recordkeeping, invoice preparation and statement rendering.

Create New... Time Entry

Time may be entered manually, submitted through the work timer or posted by the phone dialer/call timer modules. Time submitted by the timers are first converted from minutes to hour segments in increments of one-tenth of an hour. To enter time manually, select "Time Entry" under "Create New..." and enter as shown below.

The Hourly Rate field is set to the amount you specified in the case setup under the billing setup tab found under Case Details.

Create New... Expense Entry

Expenses are entered manually. To enter expenses, select "Expense" under "Create New..." and enter as shown below. To add expense items and descriptions to the drop down list, go to the setup menu and select Billing -> Expense Types.

Create New... Payment Entry

Payments are entered manually. To enter payments, select "Payments" under "Create New..." and enter as shown:

Create New... Invoice

Invoices are created automatically from transaction items posted and are filtered by date. The default start period for the first invoice of a case is the first item. Subsequent invoices are created with the last cutoff date as the start date.

Printed Invoice

Printed Statement

See Also:

Work Timer

Phone Dialer/Timer

Case Details - Billing Tab

Options - Invoices Tab