If you did not add a billing during the send and sync process, a billing can be adding to existing Contacts, Tasks, Calender events and sent emails in Outlook and it will be reflected in Advologix.
Open Outlook
Choose the item to bill: Contact (Ad Hoc), Task, Email, Event
Option 1: Choose a Contact
Choose a Contact to add an AdHoc billing - (unassociated to email, event, or task from Outlook)
Click Add Billing on AdvologixPM toolbar
Option 2: Choose a Task
Choose a Task to add an billing
Click Add Billing on AdvologixPM toolbar
Option 3: Choose an Email
Choose an email (from whichever folder it is located) to add an billing
Click Add Billing on AdvologixPM toolbar
Option 4: Choose a calendar Event
Choose an event to add an billing
Click Add Billing on AdvologixPM toolbar
Clicking 'Add Billing' Brings up the Billing Popup
- Fill in the appropriate information
- Rate Amount will change to the Default rate - from the associated matter record chosen (as set in Advologix)
- Click Add Bill