Billing Program Training

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

Using the Matter Dashboard & Ledger