CLASS 1
Billing Basics
Time Entry Basics
- Worked vs. billable hours
- Flat rates vs. Non-billable
- Editing billing entries
- Rates & rate tables
- Managing rates in system settings
Split Billing
- How to split a bill
Fee Arrangements
- Adding a fee arrangement
- Generating a bill with an active fee arrangement
- Hourly fees
- Project fees
- Subscription fees
eLEDES Setup
- Where to enter eLEDES information
- eLEDES templates
- Customizing templates
- LEDES classification codes
Expense Only Billing
- Including both fees & expenses
- Including only fees
- Include only expenses
- Separate bills for fees & expenses
CLASS 2
Generating Bills
Generating Bills
- Adding time and expenses
- Generating pre-bills
- How to generate bills faster
- Using billing date range
- Using queries
CLASS 3
Posting Bills
Pre-Bills
- Viewing & editing pre-bills
- Adding existing entries to a pre-bill
- Managing flat rates
- Matter totals vs. bill totals
- Adding a discount
- Posting a bill
Electronic Pre-Billing Demo
- A demo of how to bring your pre-bill approval process into Centerbase
Posted Bills
- Consolidated bills
- Printing a PDF
- Emailing bills
- Creating an invoice template
- Downloading for LEDES
CLASS 4
Payments
Trust Ledger
- Trust on matters
- Configuring multiple bank accounts
- Search settings
- Depositing to trust
- Applying payments to invoice
- Dispersing funds
- Refunds & transfers
Payments
- Searching by client or matter
- Applying payments to active bills
- Unapplied amounts
- Credits
- Allocating projects and subscription arrangements