Billing

Overview and Setup

• Billing Manual
• Billing Overview
• Billing Role Permissions
• Enable and Configure AR Statement Templating
• Expense Rules

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Creating and Managing Bills

• Billing WIP Options
• Billing with No Recorded WIP
• Bulk Billing
• Bulk Billing
• Creating a Single Bill

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Expenses and Disbursements

• Add an Expense to a Draft Invoice
• Posting an Expense
• Record an Expense
• Reverse and Write off Billed Expenses
• Reverse and Write off Expenses

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Credit Notes and Write-Offs

• Create a Credit Note
• Write-Off WIP Using Zero Fee
• Write-Offs and Credit Notes

Statements and Templates

• Create a Settlement Statement Template
• Reporting Statement (Classic)
• Statement Templates in OneLaw
• The Statement Builder

Reversals and Corrections

• Reverse a Bill
• Reverse a Fee
• Reverse Bills Manual